-0.9%
CCL vs AON
+9.3%
-10.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.4% | -0.3% |
| 7D | -4.4% | -7.9% | +3.5% | -0.2% |
| 30D | -18.2% | -14.6% | -3.6% | -11.5% |
| 3M | -17.7% | -7.9% | -9.8% | -15.0% |
| 6M | -13.0% | -8.0% | -5.0% | -10.8% |
| YTD | -24.5% | -13.2% | -11.2% | -20.1% |
| 1Y | -26.9% | -16.4% | -10.5% | -21.0% |
| 3Y | +50.8% | -6.7% | +57.4% | +49.0% |
| 5Y | -0.9% | +8.0% | -8.9% | -19.6% |
| All | -0.9% | +9.3% | -10.2% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling