+1,164.6%
ARES vs CCEP
+349.3%
+815.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.1% |
| 7D | -1.7% | -3.1% | +1.4% | -0.6% |
| 30D | +0.3% | -2.6% | +2.9% | +1.1% |
| 3M | +8.5% | +14.9% | -6.5% | +3.0% |
| 6M | +23.5% | +2.3% | +21.2% | +21.7% |
| YTD | -11.2% | +17.8% | -29.1% | -17.2% |
| 1Y | -19.3% | +24.2% | -43.5% | -26.3% |
| 3Y | +48.7% | +84.7% | -36.1% | +15.5% |
| 5Y | +106.5% | +103.2% | +3.3% | +52.5% |
| 10Y | +1,055.3% | +257.4% | +798.0% | +643.5% |
| All | +1,164.6% | +349.3% | +815.4% | +694.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling