+7,212.2%
CB vs AON
+3,595.7%
+3,616.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +0.7% | +1.9% | -1.2% | -0.2% |
| 30D | +8.2% | +23.3% | -15.1% | -1.8% |
| 3M | +6.3% | -5.5% | +11.8% | +8.3% |
| 6M | +16.2% | +8.0% | +8.1% | +11.3% |
| YTD | +19.3% | -4.0% | +23.3% | +19.8% |
| 1Y | +29.2% | -1.7% | +31.0% | +28.3% |
| 3Y | +71.4% | +2.9% | +68.5% | +64.4% |
| 5Y | +104.2% | +17.2% | +87.0% | +82.3% |
| 10Y | +246.7% | +225.8% | +20.9% | +91.7% |
| All | +7,212.2% | +3,595.7% | +3,616.5% | +1,604.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling