+230.6%
AON vs CVE
+136.7%
+93.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +0.7% | -10.1% | +10.8% | +1.8% |
| 30D | +23.1% | -12.1% | +35.2% | +24.6% |
| 3M | -6.0% | -1.9% | -4.2% | -6.2% |
| 6M | +7.9% | -1.8% | +9.7% | +7.4% |
| YTD | -4.1% | +65.8% | -69.9% | -10.8% |
| 1Y | -2.3% | +60.8% | -63.2% | -8.8% |
| 3Y | +3.4% | +70.1% | -66.7% | -5.6% |
| 5Y | +17.1% | +134.8% | -117.7% | -0.7% |
| 10Y | +230.6% | +130.1% | +100.5% | +133.4% |
| All | +230.6% | +136.7% | +93.9% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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