+1,216.8%
ARES vs LSCC
+1,244.7%
-27.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.1% | -6.9% | -1.9% |
| 7D | +4.5% | +13.0% | -8.4% | +0.5% |
| 30D | +15.7% | -19.8% | +35.6% | +22.0% |
| 3M | -2.0% | -18.4% | +16.4% | +1.9% |
| 6M | +10.4% | -16.1% | +26.5% | +11.4% |
| YTD | -14.2% | +42.7% | -57.0% | -28.1% |
| 1Y | -7.8% | +68.0% | -75.8% | -26.7% |
| 3Y | +41.4% | +85.8% | -44.5% | +1.0% |
| 5Y | +83.7% | +28.0% | +55.6% | +37.2% |
| All | +1,216.8% | +1,244.7% | -27.9% | +463.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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