+223.5%
CB vs AON
+200.0%
+23.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +2.1% |
| 7D | -0.5% | -7.9% | +7.4% | +3.6% |
| 30D | -3.1% | -14.6% | +11.6% | +4.5% |
| 3M | +4.2% | -7.9% | +12.1% | +8.0% |
| 6M | +4.7% | -8.0% | +12.7% | +8.2% |
| YTD | +8.8% | -13.2% | +22.1% | +15.3% |
| 1Y | +22.6% | -16.4% | +39.1% | +32.4% |
| 3Y | +70.6% | -6.7% | +77.3% | +70.9% |
| 5Y | +99.4% | +8.0% | +91.4% | +80.3% |
| 10Y | +223.5% | +205.6% | +17.8% | +59.6% |
| All | +223.5% | +200.0% | +23.4% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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