+72.0%
CNP vs ARES
+105.3%
-33.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | +1.6% | -0.3% | +2.0% | +1.7% |
| 30D | -0.8% | +1.3% | -2.1% | -1.0% |
| 3M | -3.6% | +10.4% | -13.9% | -4.7% |
| 6M | -6.9% | +29.0% | -36.0% | -9.8% |
| YTD | +6.4% | -12.2% | +18.6% | +7.6% |
| 1Y | +9.9% | -18.4% | +28.4% | +12.0% |
| 3Y | +53.1% | +43.2% | +9.9% | +38.2% |
| 5Y | +72.0% | +102.6% | -30.6% | +39.6% |
| All | +72.0% | +105.3% | -33.3% | +39.6% |
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 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