+58.1%
XLE vs ARES
+37.4%
+20.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -12.0% | +4.5% | -16.5% | -12.6% |
| 30D | -2.7% | +15.7% | -18.5% | -5.0% |
| 3M | +6.6% | -2.0% | +8.6% | +6.7% |
| 6M | +9.5% | +10.4% | -0.9% | +6.8% |
| YTD | +40.6% | -14.2% | +54.8% | +45.1% |
| 1Y | +43.6% | -7.8% | +51.4% | +44.8% |
| 3Y | +58.1% | +41.4% | +16.7% | +38.9% |
| All | +58.1% | +37.4% | +20.7% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling