+7.2%
CNC vs ARES
+95.7%
-88.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.5% |
| 7D | -4.9% | -2.7% | -2.2% | -4.6% |
| 30D | -3.8% | -2.4% | -1.4% | -3.6% |
| 3M | -3.2% | +3.9% | -7.2% | -3.9% |
| 6M | +47.9% | +26.4% | +21.5% | +43.4% |
| YTD | +55.7% | -14.9% | +70.6% | +57.9% |
| 1Y | +106.2% | -20.4% | +126.7% | +110.3% |
| 3Y | -2.1% | +38.8% | -40.8% | -12.8% |
| All | +7.2% | +95.7% | -88.4% | -13.9% |
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