+82.7%
ARES vs CCEP
+148.1%
-65.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | +4.5% | +2.6% | +2.0% | +3.5% |
| 30D | +15.7% | +15.1% | +0.6% | +9.2% |
| 3M | -2.0% | +7.3% | -9.3% | -4.9% |
| 6M | +10.4% | +23.4% | -13.0% | +0.3% |
| YTD | -14.2% | +29.4% | -43.6% | -24.8% |
| 1Y | -7.8% | +34.2% | -42.0% | -20.7% |
| 3Y | +41.4% | +108.4% | -67.0% | -9.3% |
| All | +82.7% | +148.1% | -65.4% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling