+1,150.8%
ARES vs XPO
+1,946.7%
-795.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.6% |
| 7D | -0.3% | +2.7% | -3.0% | -1.1% |
| 30D | +1.3% | -6.2% | +7.5% | +3.0% |
| 3M | +10.4% | -15.4% | +25.8% | +15.3% |
| 6M | +29.0% | +0.7% | +28.3% | +27.6% |
| YTD | -12.2% | +39.8% | -52.0% | -21.6% |
| 1Y | -18.4% | +43.3% | -61.8% | -28.1% |
| 3Y | +43.2% | +166.0% | -122.9% | +3.0% |
| 5Y | +102.6% | +274.2% | -171.6% | +27.0% |
| 10Y | +1,029.6% | +1,429.0% | -399.4% | +425.6% |
| All | +1,150.8% | +1,946.7% | -795.9% | +483.0% |
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 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