-29.4%
CCL vs ARES
+1,270.2%
-1,299.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +5.8% | +8.1% | -2.3% | +0.9% |
| 30D | +17.3% | +18.9% | -1.7% | +5.2% |
| 3M | +11.3% | +2.3% | +9.0% | +9.4% |
| 6M | +18.5% | +12.7% | +5.7% | +8.7% |
| YTD | +2.8% | -10.8% | +13.6% | +6.5% |
| 1Y | +16.7% | -5.3% | +22.1% | +15.6% |
| 3Y | +146.0% | +42.0% | +104.0% | +82.1% |
| 5Y | +33.6% | +88.3% | -54.6% | -18.8% |
| 10Y | -29.4% | +1,148.2% | -1,177.7% | -77.5% |
| All | -29.4% | +1,270.2% | -1,299.6% | -77.5% |
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