-61.9%
CSGP vs ARES
+43.8%
-105.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -3.2% | +8.1% | -11.3% | -5.6% |
| 30D | +2.2% | +18.9% | -16.7% | -3.3% |
| 3M | -3.7% | +2.3% | -6.0% | -4.4% |
| 6M | -7.4% | +12.7% | -20.2% | -11.4% |
| YTD | -54.9% | -10.8% | -44.1% | -53.8% |
| 1Y | -54.9% | -5.3% | -49.6% | -54.7% |
| 3Y | -61.9% | +42.0% | -104.0% | -65.2% |
| All | -61.9% | +43.8% | -105.7% | -65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling