+122.0%
CVX vs ARMK
+107.5%
+14.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.2% | -5.0% | -1.7% |
| 7D | -7.5% | +0.9% | -8.4% | -7.7% |
| 30D | -0.6% | -0.4% | -0.2% | -0.6% |
| 3M | +14.0% | -2.0% | +15.9% | +14.0% |
| 6M | +18.1% | +22.0% | -3.8% | +12.6% |
| YTD | +42.2% | +49.6% | -7.4% | +28.8% |
| 1Y | +41.3% | +46.4% | -5.0% | +28.6% |
| 3Y | +68.3% | +103.2% | -34.9% | +39.3% |
| 5Y | +122.0% | +108.1% | +13.9% | +80.2% |
| All | +122.0% | +107.5% | +14.5% | +80.2% |
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