+134.7%
CEG vs ARES
+37.5%
+97.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.2% |
| 7D | +12.1% | +0.5% | +11.6% | +11.9% |
| 30D | +0.2% | +19.7% | -19.4% | -8.8% |
| 3M | +0.7% | -9.0% | +9.7% | +4.6% |
| 6M | +2.2% | +11.5% | -9.3% | -5.3% |
| YTD | -20.3% | -13.8% | -6.5% | -15.8% |
| 1Y | -16.1% | -5.6% | -10.5% | -17.1% |
| 3Y | +134.7% | +36.1% | +98.6% | +85.8% |
| All | +134.7% | +37.5% | +97.2% | +85.8% |
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