+226.1%
ODFL vs NIO
-51.7%
+277.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | +2.0% |
| 7D | +5.8% | -14.5% | +20.3% | +7.0% |
| 30D | -5.3% | -15.0% | +9.6% | -4.3% |
| 3M | -19.0% | -35.6% | +16.6% | -16.5% |
| 6M | -7.5% | -55.7% | +48.2% | -2.4% |
| YTD | +11.8% | -43.1% | +54.9% | +15.4% |
| 1Y | +29.7% | -53.5% | +83.2% | +35.6% |
| 3Y | -9.1% | -59.8% | +50.7% | -6.8% |
| 5Y | +0.2% | -93.2% | +93.4% | +10.4% |
| All | +226.1% | -51.7% | +277.8% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling