+34.0%
CDE vs ARES
-23.8%
+57.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -3.1% | -6.1% | +3.0% | -1.3% |
| 30D | +9.5% | -7.5% | +17.0% | +11.9% |
| 3M | +25.5% | +0.1% | +25.4% | +25.1% |
| 6M | -7.9% | +30.3% | -38.2% | -12.9% |
| YTD | +15.6% | -16.6% | +32.2% | +21.0% |
| 1Y | +34.0% | -26.1% | +60.1% | +56.7% |
| All | +34.0% | -23.8% | +57.8% | +56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling