+60.0%
CSGP vs ARES
+1,112.4%
-1,052.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.5% |
| 7D | +1.3% | +0.5% | +0.9% | +1.1% |
| 30D | +2.8% | +19.7% | -16.8% | -3.6% |
| 3M | -6.3% | -9.0% | +2.7% | -3.2% |
| 6M | -3.2% | +11.5% | -14.7% | -7.7% |
| YTD | -54.0% | -13.8% | -40.1% | -52.3% |
| 1Y | -54.8% | -5.6% | -49.2% | -54.8% |
| 3Y | -60.6% | +36.1% | -96.7% | -66.9% |
| 5Y | -62.6% | +82.7% | -145.3% | -72.7% |
| All | +60.0% | +1,112.4% | -1,052.4% | -24.5% |
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