+166.0%
CVX vs ARES
+105.3%
+60.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | +13.4% | +1.3% | +12.1% | +13.1% |
| 3M | +11.8% | +10.4% | +1.5% | +9.5% |
| 6M | +12.4% | +29.0% | -16.6% | +6.2% |
| YTD | +41.5% | -12.2% | +53.7% | +44.0% |
| 1Y | +41.6% | -18.4% | +60.0% | +45.8% |
| 3Y | +42.2% | +43.2% | -0.9% | +25.4% |
| 5Y | +166.0% | +102.6% | +63.4% | +108.8% |
| All | +166.0% | +105.3% | +60.7% | +108.8% |
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 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