+91.6%
OXY vs ARMK
+106.1%
-14.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -0.2% | +2.8% | -2.9% | -0.9% |
| 30D | -6.4% | -1.8% | -4.6% | -6.1% |
| 3M | -2.6% | -10.9% | +8.2% | 0.0% |
| 6M | +4.8% | +21.2% | -16.5% | -1.6% |
| YTD | +41.2% | +47.0% | -5.9% | +24.4% |
| 1Y | +39.5% | +42.9% | -3.4% | +23.9% |
| 3Y | -0.8% | +95.0% | -95.8% | -22.2% |
| 5Y | +91.6% | +106.2% | -14.7% | +39.9% |
| All | +91.6% | +106.1% | -14.6% | +39.9% |
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