+69.3%
CCI vs ARES
+1,112.4%
-1,043.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.1% |
| 7D | +2.5% | +0.5% | +2.0% | +2.4% |
| 30D | +14.4% | +19.7% | -5.2% | +10.1% |
| 3M | +21.7% | -9.0% | +30.7% | +23.8% |
| 6M | +4.0% | +11.5% | -7.5% | +1.0% |
| YTD | +6.2% | -13.8% | +20.0% | +8.0% |
| 1Y | +5.4% | -5.6% | +11.0% | +4.9% |
| 3Y | +11.7% | +36.1% | -24.4% | -3.4% |
| 5Y | -35.6% | +82.7% | -118.3% | -50.2% |
| All | +69.3% | +1,112.4% | -1,043.2% | -3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling