+233.5%
AON vs LSCC
+1,486.2%
-1,252.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.4% | -10.3% | -0.7% |
| 7D | -2.4% | +14.5% | -16.8% | -3.5% |
| 30D | +22.8% | -0.1% | +22.8% | +22.4% |
| 3M | -5.3% | -2.7% | -2.7% | -5.7% |
| 6M | +8.4% | -4.8% | +13.2% | +7.0% |
| YTD | -3.9% | +66.9% | -70.8% | -11.7% |
| 1Y | -3.1% | +85.8% | -88.9% | -12.3% |
| 3Y | +3.0% | +115.6% | -112.6% | -12.8% |
| 5Y | +16.7% | +48.8% | -32.1% | -0.4% |
| All | +233.5% | +1,486.2% | -1,252.6% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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