-3.6%
CCL vs ARES
+1,188.6%
-1,192.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | -1.5% | +0.8% | -2.3% | -1.9% |
| 30D | +16.5% | +16.7% | -0.3% | +6.9% |
| 3M | +11.2% | -2.6% | +13.8% | +12.7% |
| 6M | +22.6% | +13.0% | +9.6% | +13.6% |
| YTD | +2.6% | -11.7% | +14.3% | +6.7% |
| 1Y | +17.0% | -6.7% | +23.6% | +17.2% |
| 3Y | +145.5% | +40.5% | +105.0% | +93.1% |
| 5Y | +36.1% | +88.2% | -52.1% | -9.2% |
| 10Y | -29.4% | +1,131.0% | -1,160.4% | -73.7% |
| All | -3.6% | +1,188.6% | -1,192.1% | -64.9% |
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