+80.9%
ARES vs CVE
+156.5%
-75.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -3.8% |
| 7D | -0.3% | +4.6% | -5.0% | -1.5% |
| 30D | +15.3% | -12.0% | +27.3% | +18.5% |
| 3M | -5.4% | -3.8% | -1.6% | -5.4% |
| 6M | +10.0% | -2.7% | +12.8% | +8.8% |
| YTD | -14.7% | +73.6% | -88.3% | -30.8% |
| 1Y | -9.7% | +62.0% | -71.7% | -25.2% |
| 3Y | +35.8% | +72.7% | -36.9% | +6.5% |
| 5Y | +80.9% | +153.9% | -73.0% | +28.4% |
| All | +80.9% | +156.5% | -75.7% | +28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling