+1,148.2%
ARES vs LSCC
+1,333.6%
-185.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.5% |
| 7D | +8.1% | +5.0% | +3.1% | +6.4% |
| 30D | +18.9% | -11.7% | +30.7% | +21.9% |
| 3M | +2.3% | -13.3% | +15.6% | +4.6% |
| 6M | +12.7% | -12.5% | +25.2% | +12.4% |
| YTD | -10.8% | +51.2% | -62.0% | -26.4% |
| 1Y | -5.3% | +65.9% | -71.2% | -24.4% |
| 3Y | +42.0% | +95.3% | -53.3% | 0.0% |
| 5Y | +88.3% | +38.6% | +49.7% | +37.5% |
| 10Y | +1,148.2% | +1,352.3% | -204.1% | +420.8% |
| All | +1,148.2% | +1,333.6% | -185.4% | +420.8% |
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