-34.0%
CCL vs AON
+233.0%
-267.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -1.4% |
| 7D | -1.2% | +1.0% | -2.2% | -1.9% |
| 30D | +13.1% | +23.2% | -10.1% | -1.8% |
| 3M | +3.4% | -5.0% | +8.4% | +6.2% |
| 6M | +18.7% | +9.3% | +9.4% | +9.4% |
| YTD | -2.3% | -3.4% | +1.2% | -3.1% |
| 1Y | +14.2% | -2.9% | +17.1% | +12.6% |
| 3Y | +133.6% | +3.6% | +129.9% | +111.4% |
| 5Y | +33.5% | +16.9% | +16.6% | +8.6% |
| All | -34.0% | +233.0% | -267.0% | -72.4% |
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