+162.6%
CVX vs ARMK
+144.6%
+18.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.1% |
| 7D | +3.3% | -2.4% | +5.7% | +3.8% |
| 30D | +12.9% | 0.0% | +12.9% | +12.7% |
| 3M | +11.7% | +6.7% | +5.1% | +10.0% |
| 6M | +14.1% | +38.8% | -24.7% | +5.7% |
| YTD | +40.7% | +55.2% | -14.5% | +26.7% |
| 1Y | +37.5% | +46.6% | -9.1% | +25.2% |
| 3Y | +43.9% | +112.9% | -69.0% | +17.8% |
| All | +162.6% | +144.6% | +18.0% | +99.6% |
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