+97.5%
OXY vs ARES
+82.0%
+15.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | +4.2% | +0.5% | +3.7% | +4.0% |
| 30D | -4.3% | +19.7% | -24.0% | -8.3% |
| 3M | +2.3% | -9.0% | +11.3% | +4.0% |
| 6M | +5.5% | +11.5% | -6.0% | +1.4% |
| YTD | +44.9% | -13.8% | +58.7% | +48.5% |
| 1Y | +42.6% | -5.6% | +48.2% | +41.4% |
| 3Y | +0.7% | +36.1% | -35.4% | -14.9% |
| All | +97.5% | +82.0% | +15.5% | +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 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