+41.4%
ARES vs CCEP
+109.7%
-68.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +4.5% | +2.6% | +2.0% | +4.1% |
| 30D | +15.7% | +15.1% | +0.6% | +13.7% |
| 3M | -2.0% | +7.3% | -9.3% | -3.0% |
| 6M | +10.4% | +23.4% | -13.0% | +7.3% |
| YTD | -14.2% | +29.4% | -43.6% | -18.1% |
| 1Y | -7.8% | +34.2% | -42.0% | -12.7% |
| 3Y | +41.4% | +108.4% | -67.0% | +29.0% |
| All | +41.4% | +109.7% | -68.4% | +29.0% |
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