-9.7%
ARES vs CCEP
+28.8%
-38.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.3% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | +15.3% | +11.0% | +4.3% | +15.3% |
| 3M | -5.4% | +9.2% | -14.6% | -5.6% |
| 6M | +10.0% | +27.2% | -17.2% | +11.3% |
| YTD | -14.7% | +30.3% | -45.0% | -15.8% |
| 1Y | -9.7% | +28.7% | -38.4% | -9.3% |
| All | -9.7% | +28.8% | -38.5% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling