+604.3%
CEG vs AON
+14.2%
+590.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.1% |
| 7D | -4.8% | -6.3% | +1.6% | -3.7% |
| 30D | +2.3% | -14.1% | +16.4% | +4.9% |
| 3M | +15.6% | -9.5% | +25.1% | +16.9% |
| 6M | -5.0% | -4.0% | -1.0% | -5.8% |
| YTD | -19.0% | -13.8% | -5.2% | -17.5% |
| 1Y | -10.0% | -18.3% | +8.3% | -6.7% |
| 3Y | +163.9% | -7.2% | +171.1% | +157.7% |
| All | +604.3% | +14.2% | +590.1% | +557.6% |
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 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