-42.6%
CCL vs AON
+204.8%
-247.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +2.4% |
| 7D | -3.2% | -6.3% | +3.1% | +1.0% |
| 30D | -17.8% | -14.1% | -3.7% | -9.4% |
| 3M | -18.7% | -9.5% | -9.2% | -14.2% |
| 6M | -11.4% | -4.0% | -7.4% | -11.5% |
| YTD | -24.3% | -13.8% | -10.5% | -18.8% |
| 1Y | -28.8% | -18.3% | -10.5% | -20.8% |
| 3Y | +49.3% | -7.2% | +56.5% | +46.1% |
| 5Y | +1.6% | +7.3% | -5.7% | -13.2% |
| All | -42.6% | +204.8% | -247.4% | -74.2% |
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 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