+29.7%
ODFL vs NIO
-55.0%
+84.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | +1.7% |
| 7D | +5.8% | -14.5% | +20.3% | +6.0% |
| 30D | -5.3% | -15.0% | +9.6% | -5.1% |
| 3M | -19.0% | -35.6% | +16.6% | -18.5% |
| 6M | -7.5% | -55.7% | +48.2% | -6.9% |
| YTD | +11.8% | -43.1% | +54.9% | +14.1% |
| 1Y | +29.7% | -53.5% | +83.2% | +33.0% |
| All | +29.7% | -55.0% | +84.6% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling