-33.3%
CPB vs ARMK
+106.7%
-140.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -1.6% | +2.7% | -4.2% | -1.7% |
| 30D | +19.2% | -1.5% | +20.7% | +19.2% |
| 3M | -0.9% | -11.6% | +10.6% | -0.1% |
| 6M | +15.2% | +6.7% | +8.5% | +14.3% |
| YTD | -13.1% | +47.4% | -60.5% | -16.5% |
| 1Y | -22.4% | +41.5% | -63.9% | -25.2% |
| 3Y | -35.3% | +95.5% | -130.8% | -39.6% |
| All | -33.3% | +106.7% | -140.0% | -36.9% |
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