+49.0%
CCL vs AON
-6.9%
+55.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.4% | -1.2% |
| 7D | -4.4% | -7.9% | +3.5% | -2.1% |
| 30D | -18.2% | -14.6% | -3.6% | -14.6% |
| 3M | -17.7% | -7.9% | -9.8% | -16.0% |
| 6M | -13.0% | -8.0% | -5.0% | -11.4% |
| YTD | -24.5% | -13.2% | -11.2% | -21.6% |
| 1Y | -26.9% | -16.4% | -10.5% | -23.2% |
| All | +49.0% | -6.9% | +55.9% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling