+170.7%
XLE vs ARES
+1,045.9%
-875.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.4% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | +12.6% | +1.3% | +11.4% | +12.0% |
| 3M | +11.8% | +10.4% | +1.5% | +7.5% |
| 6M | +16.1% | +29.0% | -12.9% | +4.8% |
| YTD | +46.9% | -12.2% | +59.1% | +49.1% |
| 1Y | +53.3% | -18.4% | +71.7% | +58.4% |
| 3Y | +54.9% | +43.2% | +11.7% | +26.4% |
| 5Y | +225.7% | +102.6% | +123.1% | +123.0% |
| 10Y | +170.7% | +1,029.6% | -859.0% | +9.1% |
| All | +170.7% | +1,045.9% | -875.2% | +9.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling