-51.1%
CPNG vs ARES
+90.2%
-141.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.9% |
| 7D | -5.4% | -7.7% | +2.3% | -1.1% |
| 30D | -11.1% | -8.7% | -2.4% | -6.7% |
| 3M | -3.0% | +2.8% | -5.8% | -5.6% |
| 6M | -23.5% | +23.1% | -46.6% | -33.8% |
| YTD | -37.8% | -17.3% | -20.6% | -32.5% |
| 1Y | -54.3% | -24.3% | -30.0% | -48.4% |
| 3Y | -20.8% | +34.9% | -55.7% | -48.3% |
| 5Y | -51.1% | +93.5% | -144.5% | -79.5% |
| All | -51.1% | +90.2% | -141.3% | -79.5% |
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