+51.1%
XOM vs ARMK
+49.9%
+1.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +1.9% | -0.9% | +2.8% | +1.8% |
| 30D | +4.1% | -5.9% | +10.0% | +3.9% |
| 3M | +10.4% | +6.7% | +3.7% | +10.3% |
| 6M | +13.0% | +42.5% | -29.5% | +10.9% |
| YTD | +40.1% | +55.1% | -15.1% | +35.3% |
| 1Y | +51.1% | +50.3% | +0.8% | +47.3% |
| All | +51.1% | +49.9% | +1.2% | +47.3% |
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