+40.2%
CVX vs ARES
-22.9%
+63.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | -0.6% |
| 7D | +0.7% | -7.7% | +8.4% | +0.4% |
| 30D | +9.1% | -8.7% | +17.9% | +8.8% |
| 3M | +13.1% | +2.8% | +10.2% | +13.2% |
| 6M | +16.3% | +23.1% | -6.8% | +16.6% |
| YTD | +43.5% | -17.3% | +60.7% | +46.3% |
| 1Y | +40.2% | -24.3% | +64.4% | +39.1% |
| All | +40.2% | -22.9% | +63.0% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling