+62.6%
CSGP vs ARES
+1,145.7%
-1,083.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -7.1% | +0.8% | -7.9% | -7.4% |
| 30D | +3.6% | +16.7% | -13.1% | -2.0% |
| 3M | -2.7% | -2.6% | -0.1% | -1.8% |
| 6M | -8.0% | +13.0% | -21.0% | -12.8% |
| YTD | -55.0% | -11.7% | -43.2% | -53.7% |
| 1Y | -55.8% | -6.7% | -49.1% | -55.5% |
| 3Y | -62.0% | +40.5% | -102.5% | -68.4% |
| 5Y | -62.9% | +88.2% | -151.1% | -73.2% |
| 10Y | +62.6% | +1,131.0% | -1,068.3% | -23.8% |
| All | +62.6% | +1,145.7% | -1,083.1% | -23.8% |
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