-61.5%
CSGP vs ARES
+81.8%
-143.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.7% |
| 7D | +13.9% | +4.9% | +9.0% | +11.8% |
| 30D | +16.0% | +13.6% | +2.4% | +10.2% |
| 3M | +6.1% | -3.3% | +9.4% | +7.5% |
| 6M | -8.2% | +11.0% | -19.2% | -12.9% |
| YTD | -52.3% | -14.4% | -37.9% | -50.1% |
| 1Y | -54.5% | -9.1% | -45.4% | -53.7% |
| 3Y | -58.6% | +37.1% | -95.7% | -67.3% |
| 5Y | -61.5% | +83.3% | -144.8% | -75.4% |
| All | -61.5% | +81.8% | -143.3% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling