+35.9%
XOP vs ARES
+47.3%
-11.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | +0.6% | -0.3% | +1.0% | +0.7% |
| 30D | +16.5% | +1.3% | +15.2% | +16.0% |
| 3M | +15.7% | +10.4% | +5.4% | +12.3% |
| 6M | +19.2% | +29.0% | -9.8% | +9.4% |
| YTD | +55.0% | -12.2% | +67.1% | +60.8% |
| 1Y | +54.2% | -18.4% | +72.6% | +63.4% |
| 3Y | +35.9% | +43.2% | -7.3% | +18.4% |
| All | +35.9% | +47.3% | -11.4% | +18.4% |
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