+5.1%
AON vs LSCC
+81.4%
-76.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +7.1% | -9.9% | -2.4% |
| 7D | +4.4% | +13.0% | -8.6% | +5.1% |
| 30D | +24.1% | -19.8% | +43.9% | +23.0% |
| 3M | -7.0% | -18.4% | +11.4% | -7.5% |
| 6M | +9.1% | -16.1% | +25.2% | +8.5% |
| YTD | -4.4% | +42.7% | -47.1% | -4.9% |
| 1Y | -0.8% | +68.0% | -68.8% | -1.6% |
| 3Y | +5.1% | +85.8% | -80.7% | +2.7% |
| All | +5.1% | +81.4% | -76.3% | +2.7% |
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 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