+97.0%
ARES vs XPO
+262.4%
-165.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -1.9% |
| 7D | -2.7% | -0.9% | -1.7% | -2.4% |
| 30D | -2.4% | -8.1% | +5.7% | +0.6% |
| 3M | +3.9% | -19.0% | +23.0% | +12.0% |
| 6M | +26.4% | -5.2% | +31.6% | +27.2% |
| YTD | -14.9% | +35.6% | -50.5% | -26.6% |
| 1Y | -20.4% | +41.1% | -61.5% | -33.1% |
| 3Y | +38.8% | +157.9% | -119.1% | -14.7% |
| 5Y | +97.0% | +265.6% | -168.7% | -8.0% |
| All | +97.0% | +262.4% | -165.5% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling