+7.3%
CCI vs ARES
-9.0%
+16.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.1% | +0.3% | +5.5% |
| 7D | +5.0% | +10.5% | -5.5% | +3.5% |
| 30D | +36.4% | +16.8% | +19.6% | +33.3% |
| 3M | +20.4% | -3.2% | +23.6% | +20.6% |
| 6M | +4.9% | +16.4% | -11.5% | +2.5% |
| YTD | +7.8% | -12.4% | +20.2% | +9.4% |
| 1Y | +7.3% | -6.9% | +14.2% | +5.9% |
| All | +7.3% | -9.0% | +16.3% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling