+1,164.6%
ARES vs LSCC
+1,265.1%
-100.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.5% |
| 7D | -1.7% | +1.3% | -3.0% | -2.0% |
| 30D | +0.3% | -9.7% | +9.9% | +2.6% |
| 3M | +8.5% | -23.7% | +32.2% | +14.5% |
| 6M | +23.5% | +26.5% | -3.0% | +12.6% |
| YTD | -11.2% | +57.5% | -68.7% | -24.2% |
| 1Y | -19.3% | +75.7% | -95.0% | -33.5% |
| 3Y | +48.7% | +19.5% | +29.2% | +27.3% |
| 5Y | +106.5% | +83.8% | +22.8% | +52.8% |
| 10Y | +1,055.3% | +1,772.4% | -717.0% | +485.4% |
| All | +1,164.6% | +1,265.1% | -100.5% | +520.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling