+49.9%
XLE vs ARES
-9.0%
+58.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +6.1% | -10.9% | -4.4% |
| 7D | -7.2% | +10.5% | -17.7% | -6.7% |
| 30D | +0.1% | +16.8% | -16.7% | +0.9% |
| 3M | +9.2% | -3.2% | +12.4% | +9.4% |
| 6M | +8.4% | +16.4% | -8.1% | +9.0% |
| YTD | +44.9% | -12.4% | +57.3% | +49.5% |
| 1Y | +49.9% | -6.9% | +56.7% | +52.9% |
| All | +49.9% | -9.0% | +58.8% | +52.9% |
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