+205.6%
AON vs LSCC
+1,833.8%
-1,628.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.4% |
| 7D | -7.9% | +1.4% | -9.3% | -8.0% |
| 30D | -14.6% | -10.0% | -4.6% | -13.9% |
| 3M | -7.9% | -16.1% | +8.2% | -7.2% |
| 6M | -8.0% | +27.4% | -35.4% | -11.9% |
| YTD | -13.2% | +56.9% | -70.1% | -19.3% |
| 1Y | -16.4% | +74.6% | -91.0% | -23.7% |
| 3Y | -6.7% | +26.0% | -32.6% | -14.1% |
| 5Y | +8.0% | +86.1% | -78.1% | -10.6% |
| 10Y | +205.6% | +1,830.6% | -1,625.0% | +89.7% |
| All | +205.6% | +1,833.8% | -1,628.2% | +89.7% |
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