-36.9%
CCI vs ARMK
+96.3%
-133.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.0% | -3.5% |
| 7D | -0.1% | -2.6% | +2.5% | +0.3% |
| 30D | +28.4% | -5.2% | +33.6% | +29.5% |
| 3M | +20.0% | -6.5% | +26.5% | +21.2% |
| 6M | +0.8% | +15.3% | -14.5% | -3.1% |
| YTD | +3.6% | +43.6% | -40.0% | -5.6% |
| 1Y | +6.1% | +42.1% | -36.0% | -3.2% |
| 3Y | +7.2% | +94.0% | -86.8% | -12.1% |
| All | -36.9% | +96.3% | -133.2% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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