+3.5%
CCL vs ARES
+105.3%
-101.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.6% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | -20.0% | +1.3% | -21.3% | -20.9% |
| 3M | -13.7% | +10.4% | -24.0% | -20.2% |
| 6M | -9.0% | +29.0% | -38.0% | -25.7% |
| YTD | -22.8% | -12.2% | -10.6% | -18.5% |
| 1Y | -25.3% | -18.4% | -6.9% | -17.7% |
| 3Y | +54.1% | +43.2% | +10.9% | +2.3% |
| 5Y | +3.5% | +102.6% | -99.1% | -52.4% |
| All | +3.5% | +105.3% | -101.8% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling