+5,363.3%
AON vs LSCC
+10,619.1%
-5,255.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.4% | -8.2% | -0.5% |
| 7D | +0.7% | +19.3% | -18.6% | -1.0% |
| 30D | +23.1% | -9.6% | +32.7% | +23.7% |
| 3M | -6.0% | -12.4% | +6.4% | -5.6% |
| 6M | +7.9% | -10.5% | +18.3% | +7.1% |
| YTD | -4.1% | +54.8% | -58.9% | -10.5% |
| 1Y | -2.3% | +79.4% | -81.7% | -10.3% |
| 3Y | +3.4% | +109.6% | -106.1% | -9.6% |
| 5Y | +17.1% | +40.4% | -23.3% | +4.1% |
| 10Y | +230.6% | +1,379.1% | -1,148.5% | +124.8% |
| All | +5,363.3% | +10,619.1% | -5,255.7% | +2,478.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling