-9.9%
CCI vs ARES
+47.3%
-57.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +0.5% | +1.3% | -0.8% | +0.4% |
| 3M | -16.3% | +10.4% | -26.6% | -16.7% |
| 6M | -13.9% | +29.0% | -43.0% | -15.4% |
| YTD | -12.4% | -12.2% | -0.2% | -12.7% |
| 1Y | -15.2% | -18.4% | +3.3% | -15.4% |
| 3Y | -9.9% | +43.2% | -53.0% | -20.6% |
| All | -9.9% | +47.3% | -57.2% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling