+139.8%
CNP vs ARES
+1,313.3%
-1,173.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | -0.5% |
| 7D | -4.3% | +5.0% | -9.3% | -5.4% |
| 30D | +5.7% | +19.1% | -13.3% | +1.6% |
| 3M | +0.9% | +3.1% | -2.2% | -0.1% |
| 6M | -1.1% | +12.9% | -13.9% | -4.6% |
| YTD | +8.3% | -10.7% | +18.9% | +9.0% |
| 1Y | +5.9% | -5.5% | +11.4% | +4.8% |
| 3Y | +64.6% | +45.0% | +19.6% | +37.3% |
| 5Y | +74.6% | +87.4% | -12.8% | +29.0% |
| 10Y | +139.8% | +1,267.4% | -1,127.6% | +12.7% |
| All | +139.8% | +1,313.3% | -1,173.5% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling