ARLP vs. OFS
ARLP (Alliance Resource Partners, L.P.) and OFS (OFS Capital Corporation) are both stocks. ARLP operates in Thermal Coal (Energy), while OFS operates in Asset Management (Financial Services). Over the past 10 years, ARLP returned 14.87%/yr vs -1.09%/yr for OFS. At a 0.13 correlation, their price movements are largely independent.
Performance
ARLP vs. OFS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ARLP achieves a 10.30% return, which is significantly higher than OFS's -22.91% return. Over the past 10 years, ARLP has outperformed OFS with an annualized return of 14.87%, while OFS has yielded a comparatively lower -1.09% annualized return.
ARLP
- 1D
- 3.78%
- 1M
- -1.89%
- YTD
- 10.30%
- 6M
- 9.74%
- 1Y
- 3.37%
- 3Y*
- 23.79%
- 5Y*
- 41.38%
- 10Y*
- 14.87%
OFS
- 1D
- -8.79%
- 1M
- 2.36%
- YTD
- -22.91%
- 6M
- -19.35%
- 1Y
- -53.94%
- 3Y*
- -19.16%
- 5Y*
- -8.13%
- 10Y*
- -1.09%
ARLP vs. OFS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARLP Alliance Resource Partners, L.P. | 10.30% | -2.45% | 39.91% | 18.83% | 73.34% | 195.75% | -56.80% | -28.90% | -1.90% | -4.04% |
OFS OFS Capital Corporation | -22.91% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -4.40% |
Correlation
The correlation between ARLP and OFS is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2012 | 0.13 |
The correlation between ARLP and OFS shifts across timeframes, from -0.02 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ARLP:
$3.14B
OFS:
$44.48M
ARLP:
$72.64
OFS:
-$2.79
ARLP:
1.52
OFS:
0.41
ARLP:
$517.67B
OFS:
-$11.87M
ARLP:
$353.56M
OFS:
-$26.47M
ARLP:
$82.91B
OFS:
-$33.16M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ARLP vs. OFS — Risk / Return Rank
ARLP
OFS
ARLP vs. OFS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alliance Resource Partners, L.P. (ARLP) and OFS Capital Corporation (OFS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARLP | OFS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +2.14 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.77 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.19 | -0.84 | +1.03 |
| Martin ratioReturn relative to average drawdown | 0.35 | -1.38 | +1.73 |
Loading charts...
Drawdowns
ARLP vs. OFS - Drawdown Comparison
The maximum ARLP drawdown since its inception was -90.52%, which is greater than OFS's maximum drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for ARLP and OFS.
Loading charts...
Drawdown Indicators
| ARLP | OFS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.52% | -69.09% | -21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -17.63% | -64.17% | +46.54% |
Max Drawdown (3Y)Largest decline over 3 years | -20.83% | -66.97% | +46.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -66.97% | +37.84% |
Max Drawdown (10Y)Largest decline over 10 years | -85.26% | -69.09% | -16.17% |
Current DrawdownCurrent decline from peak | -13.77% | -59.07% | +45.30% |
Average DrawdownAverage peak-to-trough decline | -24.31% | -14.48% | -9.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.65% | 39.03% | -29.38% |
Volatility
ARLP vs. OFS - Volatility Comparison
The current volatility for Alliance Resource Partners, L.P. (ARLP) is 7.09%, while OFS Capital Corporation (OFS) has a volatility of 15.88%. This indicates that ARLP experiences smaller price fluctuations and is considered to be less risky than OFS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ARLP | OFS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 15.88% | -8.79% |
Volatility (6M)Calculated over the trailing 6-month period | 16.50% | 40.96% | -24.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.38% | 49.52% | -26.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.45% | 34.22% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.20% | 40.40% | +9.80% |
Dividends
ARLP vs. OFS - Dividend Comparison
ARLP's dividend yield for the trailing twelve months is around 9.83%, less than OFS's 25.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARLP Alliance Resource Partners, L.P. | 9.83% | 11.19% | 10.65% | 13.22% | 7.38% | 3.16% | 8.93% | 19.82% | 11.94% | 9.54% | 8.85% | 19.74% |
OFS OFS Capital Corporation | 25.60% | 25.00% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 12.83% | 11.43% | 9.88% | 11.85% |
Financials
ARLP vs. OFS - Financials Comparison
This section allows you to compare key financial metrics between Alliance Resource Partners, L.P. and OFS Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ARLP and OFS have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OFS has higher volatility (15.88%) compared to ARLP (7.09%). In terms of maximum drawdown, ARLP dropped -90.52% vs OFS's -69.09%.
ARLP currently has the higher Sharpe Ratio (0.14 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for ARLP and OFS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer