+1,267.4%
ARES vs CCEP
+299.9%
+967.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.7% |
| 7D | +5.0% | +1.7% | +3.3% | +4.4% |
| 30D | +19.1% | +12.7% | +6.4% | +13.9% |
| 3M | +3.1% | +8.5% | -5.4% | -0.1% |
| 6M | +12.9% | +25.6% | -12.7% | +2.9% |
| YTD | -10.7% | +30.9% | -41.6% | -20.5% |
| 1Y | -5.5% | +32.0% | -37.5% | -16.2% |
| 3Y | +45.0% | +110.9% | -65.9% | +4.0% |
| 5Y | +87.4% | +138.5% | -51.1% | +25.8% |
| 10Y | +1,267.4% | +302.3% | +965.1% | +720.9% |
| All | +1,267.4% | +299.9% | +967.5% | +720.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 10y: compounded portfolio wealth divided by compounded CCEP 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…
10y analysis · Full analysis span regression · 6 months rolling