+161.6%
OXY vs ARMK
+146.8%
+14.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.4% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +4.5% | +2.4% | +2.2% | +3.6% |
| 3M | +8.9% | +6.1% | +2.9% | +6.7% |
| 6M | +12.5% | +41.8% | -29.3% | +0.4% |
| YTD | +50.5% | +55.5% | -5.1% | +30.1% |
| 1Y | +38.6% | +49.6% | -11.0% | +21.2% |
| 3Y | -1.2% | +122.8% | -124.0% | -26.7% |
| 5Y | +161.6% | +151.0% | +10.6% | +71.7% |
| All | +161.6% | +146.8% | +14.8% | +71.7% |
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