+104.3%
CEG vs ARES
+37.4%
+66.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -4.7% | +4.5% | -9.3% | -7.1% |
| 30D | -16.6% | +15.7% | -32.3% | -22.8% |
| 3M | -4.1% | -2.0% | -2.1% | -4.1% |
| 6M | -22.3% | +10.4% | -32.7% | -27.7% |
| YTD | -28.9% | -14.2% | -14.7% | -24.7% |
| 1Y | -28.5% | -7.8% | -20.7% | -28.2% |
| 3Y | +104.3% | +41.4% | +62.9% | +60.3% |
| All | +104.3% | +37.4% | +66.9% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling