-6.9%
ARES vs CVE
+73.4%
-80.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -7.6% | +13.8% | +5.2% |
| 7D | +10.5% | -12.1% | +22.6% | +9.1% |
| 30D | +16.8% | -9.8% | +26.6% | +15.5% |
| 3M | -3.2% | -0.7% | -2.5% | -3.8% |
| 6M | +16.4% | -4.3% | +20.7% | +16.0% |
| YTD | -12.4% | +70.6% | -83.0% | -16.9% |
| 1Y | -6.9% | +73.2% | -80.0% | -12.2% |
| All | -6.9% | +73.4% | -80.2% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 1y: compounded portfolio wealth divided by compounded CVE 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…
1y analysis · Full analysis span regression · 6 months rolling