+107.8%
CB vs ARES
+82.0%
+25.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.0% |
| 7D | +2.9% | +0.5% | +2.5% | +2.9% |
| 30D | +7.3% | +19.7% | -12.4% | +5.0% |
| 3M | +9.4% | -9.0% | +18.4% | +10.4% |
| 6M | +19.6% | +11.5% | +8.1% | +17.4% |
| YTD | +21.5% | -13.8% | +35.3% | +23.1% |
| 1Y | +28.0% | -5.6% | +33.6% | +27.7% |
| 3Y | +74.9% | +36.1% | +38.8% | +56.9% |
| All | +107.8% | +82.0% | +25.8% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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