+106.6%
ARES vs LSCC
+82.7%
+23.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.6% |
| 7D | -1.7% | +1.3% | -3.0% | -2.1% |
| 30D | +0.3% | -9.7% | +9.9% | +3.2% |
| 3M | +8.5% | -23.7% | +32.2% | +16.0% |
| 6M | +23.5% | +26.5% | -3.0% | +9.1% |
| YTD | -11.2% | +57.5% | -68.7% | -28.2% |
| 1Y | -19.3% | +75.7% | -95.0% | -37.9% |
| 3Y | +48.7% | +19.5% | +29.2% | +22.5% |
| All | +106.6% | +82.7% | +23.9% | +21.5% |
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