+4.7%
ODFL vs NXT
+171.8%
-167.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.6% | +0.9% | -2.4% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -14.3% | -20.0% | +5.7% | -12.6% |
| 3M | -26.7% | -30.9% | +4.2% | -24.6% |
| 6M | -7.5% | -23.8% | +16.3% | -6.2% |
| YTD | +16.5% | -5.4% | +22.0% | +15.4% |
| 1Y | +23.5% | +28.0% | -4.5% | +18.3% |
| 3Y | -12.1% | +93.3% | -105.4% | -21.0% |
| All | +4.7% | +171.8% | -167.1% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 5y: compounded portfolio wealth divided by compounded NXT 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…
5y analysis · Full analysis span regression · 6 months rolling