+953.0%
ARES vs CLX
-2.6%
+955.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.8% | -2.6% |
| 7D | -7.7% | -5.9% | -1.8% | -6.8% |
| 30D | -8.7% | -17.0% | +8.3% | -6.0% |
| 3M | +2.8% | -9.6% | +12.4% | +4.4% |
| 6M | +23.1% | -21.5% | +44.6% | +27.5% |
| YTD | -17.3% | -8.8% | -8.4% | -16.5% |
| 1Y | -24.3% | -24.7% | +0.4% | -21.3% |
| 3Y | +34.9% | -35.6% | +70.6% | +43.3% |
| 5Y | +93.5% | -37.6% | +131.1% | +102.6% |
| All | +953.0% | -2.6% | +955.6% | +1,013.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 10y: compounded portfolio wealth divided by compounded CLX 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…
10y analysis · Full analysis span regression · 6 months rolling