+56.1%
CCL vs ARES
+51.9%
+4.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.7% |
| 7D | -5.0% | -1.7% | -3.4% | -4.2% |
| 30D | -20.3% | +0.3% | -20.6% | -20.6% |
| 3M | -15.1% | +8.5% | -23.6% | -19.4% |
| 6M | -15.1% | +23.5% | -38.6% | -25.7% |
| YTD | -21.8% | -11.2% | -10.6% | -18.0% |
| 1Y | -24.8% | -19.3% | -5.5% | -16.9% |
| All | +56.1% | +51.9% | +4.3% | +25.3% |
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