+999.8%
ARES vs CCEP
+237.8%
+762.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.5% | -2.1% |
| 7D | -2.7% | -3.7% | +1.0% | -1.3% |
| 30D | -2.4% | -2.1% | -0.3% | -1.7% |
| 3M | +3.9% | +7.2% | -3.3% | +0.9% |
| 6M | +26.4% | +3.3% | +23.1% | +24.0% |
| YTD | -14.9% | +15.7% | -30.6% | -20.5% |
| 1Y | -20.4% | +16.6% | -37.0% | -26.1% |
| 3Y | +38.8% | +84.3% | -45.5% | +5.2% |
| 5Y | +97.0% | +109.0% | -12.0% | +39.6% |
| 10Y | +999.8% | +238.1% | +761.6% | +580.7% |
| All | +999.8% | +237.8% | +762.0% | +580.7% |
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