+194.3%
CDE vs ARES
+90.2%
+104.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.4% | -1.9% |
| 7D | -6.1% | -7.7% | +1.6% | -2.6% |
| 30D | +9.5% | -8.7% | +18.2% | +13.9% |
| 3M | +32.0% | +2.8% | +29.2% | +29.8% |
| 6M | -12.8% | +23.1% | -35.9% | -21.7% |
| YTD | +14.2% | -17.3% | +31.5% | +22.4% |
| 1Y | +36.3% | -24.3% | +60.6% | +51.1% |
| 3Y | +821.4% | +34.9% | +786.5% | +649.3% |
| 5Y | +194.3% | +93.5% | +100.8% | +89.5% |
| All | +194.3% | +90.2% | +104.0% | +89.5% |
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