+43.5%
CVX vs ARMK
+48.9%
-5.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +1.9% |
| 7D | +1.0% | +0.3% | +0.6% | +1.0% |
| 30D | +10.7% | +2.4% | +8.3% | +10.7% |
| 3M | +15.5% | +6.1% | +9.4% | +15.7% |
| 6M | +14.9% | +41.8% | -26.9% | +14.9% |
| YTD | +44.2% | +55.5% | -11.3% | +42.9% |
| 1Y | +43.5% | +49.6% | -6.1% | +43.0% |
| All | +43.5% | +48.9% | -5.4% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling