+1,127.5%
ARES vs XPO
+1,976.3%
-848.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.4% |
| 7D | +0.5% | +9.0% | -8.5% | -2.0% |
| 30D | +19.7% | +4.2% | +15.5% | +18.1% |
| 3M | -9.0% | -8.7% | -0.3% | -6.9% |
| 6M | +11.5% | -2.8% | +14.3% | +11.7% |
| YTD | -13.8% | +41.9% | -55.7% | -23.5% |
| 1Y | -5.6% | +42.3% | -47.9% | -16.4% |
| 3Y | +36.1% | +127.3% | -91.2% | +2.5% |
| 5Y | +82.7% | +306.4% | -223.7% | +12.3% |
| 10Y | +1,101.7% | +1,290.9% | -189.3% | +463.7% |
| All | +1,127.5% | +1,976.3% | -848.8% | +468.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling