OFS vs. ARLP
OFS (OFS Capital Corporation) and ARLP (Alliance Resource Partners, L.P.) are both stocks. OFS operates in Asset Management (Financial Services), while ARLP operates in Thermal Coal (Energy). Over the past 10 years, OFS returned -1.47%/yr vs 13.40%/yr for ARLP. Their 0.13 correlation means their historical movements had little consistent relationship.
Performance
OFS vs. ARLP - Performance Comparison
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Returns By Period
In the year-to-date period, OFS achieves a -21.98% return, which is significantly lower than ARLP's 17.26% return. Over the past 10 years, OFS has underperformed ARLP with an annualized return of -1.47%, while ARLP has yielded a comparatively higher 13.40% annualized return.
OFS
- 1D
- 2.13%
- 1M
- -6.93%
- 6M
- -25.28%
- YTD
- -21.98%
- 1Y
- -51.82%
- 3Y*
- -19.90%
- 5Y*
- -6.81%
- 10Y*
- -1.47%
- ALL TIME*
- 0.99%
ARLP
- 1D
- -0.92%
- 1M
- 8.99%
- 6M
- 14.36%
- YTD
- 17.26%
- 1Y
- 7.41%
- 3Y*
- 21.62%
- 5Y*
- 40.15%
- 10Y*
- 13.40%
- ALL TIME*
- 15.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.60M | $5.99M | $7.50M | |
| $162.18K | $161.21K | $216.81K |
OFS vs. ARLP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | -21.98% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -4.40% |
ARLP Alliance Resource Partners, L.P. | 17.26% | -2.45% | 39.91% | 18.83% | 73.34% | 195.75% | -56.80% | -28.90% | -1.90% | -4.04% |
Correlation
The correlation between OFS and ARLP is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2012 | 0.13 |
The correlation between OFS and ARLP shifts across timeframes, from -0.03 (1 year) to 0.14 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
OFS:
$45.02M
ARLP:
$3.34B
OFS:
-$2.07
ARLP:
$2.07
OFS:
0.40
ARLP:
0.00
OFS:
-$919.00K
ARLP:
$2.17B
OFS:
-$17.89M
ARLP:
$613.22M
OFS:
-$23.53M
ARLP:
$650.79M
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Return for Risk
OFS vs. ARLP — Risk / Return Rank
OFS
ARLP
OFS vs. ARLP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Alliance Resource Partners, L.P. (ARLP). 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.
| OFS | ARLP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.39 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.08 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 0.47 | -1.29 |
| Martin ratioReturn relative to average drawdown | -1.23 | 0.91 | -2.15 |
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Drawdowns
OFS vs. ARLP - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum ARLP drawdown of -90.52%. Use the drawdown chart below to compare losses from any high point for OFS and ARLP.
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Drawdown Indicators
| OFS | ARLP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -90.52% | +21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -64.17% | -16.92% | -47.25% |
Max Drawdown (3Y)Largest decline over 3 years | -66.97% | -20.83% | -46.14% |
Max Drawdown (5Y)Largest decline over 5 years | -66.97% | -29.13% | -37.84% |
Max Drawdown (10Y)Largest decline over 10 years | -69.09% | -85.26% | +16.17% |
Current DrawdownCurrent decline from peak | -58.57% | -8.33% | -50.24% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -24.27% | +9.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.83% | 8.61% | +34.22% |
Volatility
OFS vs. ARLP - Volatility Comparison
OFS Capital Corporation (OFS) has a higher volatility of 13.48% compared to Alliance Resource Partners, L.P. (ARLP) at 5.29%. This indicates that OFS's price experiences larger fluctuations and is considered to be riskier than ARLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OFS | ARLP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.48% | 5.29% | +8.19% |
Volatility (6M)Calculated over the trailing 6-month period | 40.92% | 16.91% | +24.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.85% | 22.98% | +27.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.57% | 32.69% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.53% | 49.67% | -9.14% |
Dividends
OFS vs. ARLP - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 25.30%, more than ARLP's 9.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARLP Alliance Resource Partners, L.P. | 9.25% | 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 | 25.30% | 25.00% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 12.83% | 11.43% | 9.88% | 11.85% |
Financials
OFS vs. ARLP - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Alliance Resource Partners, L.P.. 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
OFS vs. ARLP - Profitability Comparison
OFS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, OFS Capital Corporation reported a gross profit of 0.00 and revenue of 6.21M. Therefore, the gross margin over that period was 0.0%.
ARLP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Alliance Resource Partners, L.P. reported a gross profit of 202.70M and revenue of 551.56M. Therefore, the gross margin over that period was 36.8%.
OFS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, OFS Capital Corporation reported an operating income of 0.00 and revenue of 6.21M, resulting in an operating margin of 0.0%.
ARLP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Alliance Resource Partners, L.P. reported an operating income of 95.59M and revenue of 551.56M, resulting in an operating margin of 17.3%.
OFS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, OFS Capital Corporation reported a net income of 0.00 and revenue of 6.21M, resulting in a net margin of 0.0%.
ARLP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Alliance Resource Partners, L.P. reported a net income of 79.56M and revenue of 551.56M, resulting in a net margin of 14.4%.
Frequently Asked Questions
OFS and ARLP have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OFS has higher volatility (13.48%) compared to ARLP (5.29%). In terms of maximum drawdown, OFS dropped -69.09% vs ARLP's -90.52%.
ARLP currently has the higher Sharpe Ratio (0.34 vs -1.04), 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.
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