+44.1%
CSGP vs ARES
+1,062.4%
-1,018.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.5% | -2.1% |
| 7D | -4.1% | -1.7% | -2.4% | -3.5% |
| 30D | +2.3% | +0.3% | +2.0% | +2.3% |
| 3M | -8.2% | +8.5% | -16.6% | -11.2% |
| 6M | -35.1% | +23.5% | -58.5% | -40.5% |
| YTD | -54.0% | -11.2% | -42.8% | -52.9% |
| 1Y | -65.3% | -19.3% | -46.0% | -63.4% |
| 3Y | -62.6% | +48.7% | -111.2% | -69.3% |
| 5Y | -64.8% | +106.5% | -171.4% | -74.9% |
| All | +44.1% | +1,062.4% | -1,018.3% | -28.4% |
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