+232.6%
AON vs CVE
+144.4%
+88.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.2% |
| 7D | -2.4% | +0.1% | -2.4% | -2.4% |
| 30D | +22.8% | -10.8% | +33.6% | +24.1% |
| 3M | -5.3% | -4.3% | -1.0% | -5.2% |
| 6M | +8.4% | -1.5% | +9.8% | +7.9% |
| YTD | -3.9% | +70.7% | -74.6% | -10.9% |
| 1Y | -3.1% | +58.1% | -61.2% | -9.3% |
| 3Y | +3.0% | +69.8% | -66.9% | -6.0% |
| 5Y | +16.7% | +148.9% | -132.2% | -1.8% |
| 10Y | +232.6% | +143.5% | +89.1% | +134.6% |
| All | +232.6% | +144.4% | +88.2% | +134.6% |
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