+172.4%
CEG vs AON
-6.9%
+179.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -1.8% |
| 7D | +1.3% | -7.9% | +9.2% | +1.2% |
| 30D | +8.8% | -14.6% | +23.5% | +8.6% |
| 3M | +17.0% | -7.9% | +24.9% | +16.7% |
| 6M | -8.7% | -8.0% | -0.7% | -8.8% |
| YTD | -16.4% | -13.2% | -3.2% | -16.1% |
| 1Y | -1.8% | -16.4% | +14.7% | -0.6% |
| All | +172.4% | -6.9% | +179.3% | +179.7% |
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 2023-09-09 to 2026-09-09: 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling