+124.2%
EOG vs ARES
+1,188.6%
-1,064.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | +4.6% | +0.8% | +3.8% | +4.3% |
| 30D | +2.9% | +16.7% | -13.9% | -1.7% |
| 3M | +8.0% | -2.6% | +10.6% | +8.0% |
| 6M | +17.0% | +13.0% | +4.0% | +11.1% |
| YTD | +51.1% | -11.7% | +62.8% | +52.0% |
| 1Y | +45.1% | -6.7% | +51.8% | +43.0% |
| 3Y | +39.4% | +40.5% | -1.1% | +16.7% |
| 5Y | +105.6% | +88.2% | +17.4% | +50.8% |
| 10Y | +133.5% | +1,131.0% | -997.5% | +4.0% |
| All | +124.2% | +1,188.6% | -1,064.4% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling