-18.4%
ARES vs CCEP
+23.2%
-41.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.0% |
| 7D | -0.3% | -1.0% | +0.6% | -0.4% |
| 30D | +1.3% | -1.6% | +2.9% | +1.2% |
| 3M | +10.4% | +11.9% | -1.5% | +11.2% |
| 6M | +29.0% | +7.5% | +21.6% | +29.0% |
| YTD | -12.2% | +18.7% | -30.9% | -12.5% |
| 1Y | -18.4% | +21.4% | -39.8% | -18.7% |
| All | -18.4% | +23.2% | -41.7% | -18.7% |
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 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