+22.4%
CCI vs AON
+204.8%
-182.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.0% | +3.0% |
| 7D | -0.3% | -6.3% | +6.0% | +2.2% |
| 30D | +2.2% | -14.1% | +16.3% | +8.0% |
| 3M | -16.9% | -9.5% | -7.4% | -14.2% |
| 6M | -11.5% | -4.0% | -7.5% | -11.1% |
| YTD | -12.8% | -13.8% | +1.0% | -8.9% |
| 1Y | -17.1% | -18.3% | +1.2% | -11.5% |
| 3Y | -9.6% | -7.2% | -2.5% | -9.9% |
| 5Y | -48.9% | +7.3% | -56.3% | -52.9% |
| All | +22.4% | +204.8% | -182.3% | -24.8% |
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