+36.1%
ARES vs CCEP
+113.9%
-77.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.8% |
| 7D | +0.5% | +2.1% | -1.6% | +0.1% |
| 30D | +19.7% | +10.6% | +9.1% | +18.0% |
| 3M | -9.0% | +10.3% | -19.3% | -10.2% |
| 6M | +11.5% | +31.1% | -19.5% | +7.4% |
| YTD | -13.8% | +32.1% | -46.0% | -18.0% |
| 1Y | -5.6% | +32.8% | -38.4% | -10.3% |
| 3Y | +36.1% | +111.3% | -75.2% | +24.8% |
| All | +36.1% | +113.9% | -77.7% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling