+83.5%
CLF vs AON
+228.3%
-144.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | -9.1% | +1.9% | -10.9% | -10.3% |
| 30D | -0.9% | +23.3% | -24.2% | -13.2% |
| 3M | +3.0% | -5.5% | +8.5% | +4.7% |
| 6M | +16.7% | +8.0% | +8.6% | +7.9% |
| YTD | -3.2% | -4.0% | +0.8% | -4.1% |
| 1Y | +24.6% | -1.7% | +26.4% | +21.4% |
| 3Y | -22.3% | +2.9% | -25.2% | -29.2% |
| 5Y | -41.2% | +17.2% | -58.4% | -51.7% |
| 10Y | +83.5% | +225.8% | -142.3% | -11.8% |
| All | +83.5% | +228.3% | -144.8% | -11.8% |
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 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