+953.0%
ARES vs XPO
+1,517.7%
-564.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.7% | -2.4% |
| 7D | -7.7% | -1.3% | -6.4% | -7.3% |
| 30D | -8.7% | -10.4% | +1.6% | -5.5% |
| 3M | +2.8% | -15.7% | +18.5% | +8.4% |
| 6M | +23.1% | -6.3% | +29.4% | +24.4% |
| YTD | -17.3% | +34.2% | -51.4% | -26.7% |
| 1Y | -24.3% | +39.9% | -64.2% | -34.4% |
| 3Y | +34.9% | +155.2% | -120.3% | -8.3% |
| 5Y | +93.5% | +264.7% | -171.2% | +10.1% |
| All | +953.0% | +1,517.7% | -564.7% | +324.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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