+88.3%
ARES vs LSCC
+40.9%
+47.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.6% |
| 7D | +8.1% | +5.0% | +3.1% | +6.3% |
| 30D | +18.9% | -11.7% | +30.7% | +22.1% |
| 3M | +2.3% | -13.3% | +15.6% | +4.8% |
| 6M | +12.7% | -12.5% | +25.2% | +12.3% |
| YTD | -10.8% | +51.2% | -62.0% | -28.3% |
| 1Y | -5.3% | +65.9% | -71.2% | -26.6% |
| 3Y | +42.0% | +95.3% | -53.3% | -6.2% |
| 5Y | +88.3% | +38.6% | +49.7% | +19.7% |
| All | +88.3% | +40.9% | +47.4% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling