+607.8%
CIEN vs ARES
+47.3%
+560.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.7% |
| 7D | -5.3% | -0.3% | -4.9% | -5.3% |
| 30D | -17.2% | +1.3% | -18.5% | -17.8% |
| 3M | -26.9% | +10.4% | -37.2% | -30.4% |
| 6M | +16.0% | +29.0% | -13.0% | +1.3% |
| YTD | +45.9% | -12.2% | +58.1% | +52.2% |
| 1Y | +186.8% | -18.4% | +205.2% | +210.8% |
| 3Y | +607.8% | +43.2% | +564.6% | +525.6% |
| All | +607.8% | +47.3% | +560.5% | +525.6% |
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