+18.8%
CLF vs ARES
-18.2%
+37.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.1% |
| 7D | +7.6% | -1.7% | +9.2% | +8.2% |
| 30D | -1.2% | +0.3% | -1.5% | -1.5% |
| 3M | -13.4% | +8.5% | -21.9% | -16.4% |
| 6M | +15.4% | +23.5% | -8.1% | +8.1% |
| YTD | -5.9% | -11.2% | +5.4% | -2.6% |
| 1Y | +18.8% | -19.3% | +38.1% | +17.6% |
| All | +18.8% | -18.2% | +37.0% | +17.6% |
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 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