+67.3%
CSGP vs ARES
+1,313.3%
-1,246.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.2% | -1.9% | +0.8% |
| 7D | -1.8% | +5.0% | -6.8% | -3.5% |
| 30D | +5.3% | +19.1% | -13.8% | -1.1% |
| 3M | +3.3% | +3.1% | +0.2% | +2.2% |
| 6M | -4.7% | +12.9% | -17.5% | -9.5% |
| YTD | -53.5% | -10.7% | -42.9% | -52.5% |
| 1Y | -53.7% | -5.5% | -48.2% | -53.7% |
| 3Y | -59.7% | +45.0% | -104.7% | -66.8% |
| 5Y | -62.5% | +87.4% | -149.9% | -72.7% |
| 10Y | +67.3% | +1,267.4% | -1,200.2% | -18.5% |
| All | +67.3% | +1,313.3% | -1,246.0% | -18.5% |
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 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