+65.2%
CSGP vs ARES
+1,191.6%
-1,126.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.8% |
| 7D | +1.3% | +4.5% | -3.3% | -0.3% |
| 30D | +10.7% | +15.7% | -5.1% | +5.1% |
| 3M | +3.3% | -2.0% | +5.3% | +4.1% |
| 6M | -10.3% | +10.4% | -20.7% | -14.2% |
| YTD | -54.6% | -14.2% | -40.3% | -52.8% |
| 1Y | -54.6% | -7.8% | -46.9% | -54.2% |
| 3Y | -60.3% | +41.4% | -101.7% | -67.0% |
| 5Y | -63.3% | +83.7% | -147.0% | -73.1% |
| All | +65.2% | +1,191.6% | -1,126.4% | -18.2% |
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