+3.6%
AON vs LSCC
+99.6%
-96.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.5% | +6.9% | +1.2% |
| 7D | +1.0% | +7.0% | -5.9% | +1.5% |
| 30D | +23.2% | -2.3% | +25.5% | +23.4% |
| 3M | -5.0% | -12.5% | +7.5% | -5.2% |
| 6M | +9.3% | -10.6% | +19.9% | +9.2% |
| YTD | -3.4% | +52.7% | -56.1% | -3.5% |
| 1Y | -2.9% | +74.0% | -76.8% | -3.2% |
| 3Y | +3.6% | +104.8% | -101.1% | +0.6% |
| All | +3.6% | +99.6% | -96.0% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling