+128.3%
CVX vs ARES
+85.0%
+43.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.1% |
| 7D | -1.7% | +0.8% | -2.5% | -1.8% |
| 30D | -0.8% | +16.7% | -17.5% | -3.3% |
| 3M | +9.4% | -2.6% | +12.0% | +9.6% |
| 6M | +17.5% | +13.0% | +4.6% | +14.3% |
| YTD | +43.8% | -11.7% | +55.6% | +46.0% |
| 1Y | +41.9% | -6.7% | +48.6% | +42.0% |
| 3Y | +69.1% | +40.5% | +28.6% | +49.8% |
| 5Y | +128.3% | +88.2% | +40.1% | +85.2% |
| All | +128.3% | +85.0% | +43.3% | +85.2% |
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 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