-26.5%
CCL vs ARES
+1,196.0%
-1,222.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.5% |
| 6M | -15.1% | +23.5% | -38.6% | -25.6% |
| YTD | -21.8% | -11.2% | -10.6% | -18.9% |
| 1Y | -24.8% | -19.3% | -5.5% | -18.5% |
| 3Y | +51.9% | +48.7% | +3.2% | +15.7% |
| 5Y | +4.0% | +106.5% | -102.5% | -33.6% |
| 10Y | -42.2% | +1,055.3% | -1,097.6% | -78.3% |
| All | -26.5% | +1,196.0% | -1,222.5% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling