+237.4%
ODFL vs NIO
-40.3%
+277.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.5% | -0.5% |
| 7D | -2.8% | -7.3% | +4.5% | -2.3% |
| 30D | -13.7% | -22.5% | +8.9% | -12.1% |
| 3M | -23.4% | -30.9% | +7.5% | -21.4% |
| 6M | -7.2% | -37.2% | +30.0% | -4.5% |
| YTD | +15.6% | -29.8% | +45.4% | +17.7% |
| 1Y | +24.2% | -37.4% | +61.6% | +27.1% |
| 3Y | -12.8% | -64.3% | +51.6% | -9.7% |
| 5Y | +27.1% | -90.6% | +117.7% | +37.3% |
| All | +237.4% | -40.3% | +277.7% | +213.3% |
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