+51.8%
XOP vs ARES
-22.9%
+74.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.2% |
| 7D | +1.6% | -7.7% | +9.3% | +1.5% |
| 30D | +9.6% | -8.7% | +18.3% | +9.4% |
| 3M | +16.9% | +2.8% | +14.1% | +17.1% |
| 6M | +24.0% | +23.1% | +1.0% | +23.2% |
| YTD | +56.2% | -17.3% | +73.5% | +61.2% |
| 1Y | +51.8% | -24.3% | +76.1% | +50.3% |
| All | +51.8% | -22.9% | +74.6% | +50.3% |
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