+62.6%
CSGP vs AON
+226.6%
-164.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -7.1% | -2.4% | -4.7% | -6.0% |
| 30D | +3.6% | +22.8% | -19.2% | -5.8% |
| 3M | -2.7% | -5.3% | +2.6% | -0.7% |
| 6M | -8.0% | +8.4% | -16.4% | -11.3% |
| YTD | -55.0% | -3.9% | -51.1% | -54.5% |
| 1Y | -55.8% | -3.1% | -52.6% | -55.5% |
| 3Y | -62.0% | +3.0% | -65.0% | -63.6% |
| 5Y | -62.9% | +16.7% | -79.6% | -66.8% |
| 10Y | +62.6% | +232.6% | -170.0% | -6.6% |
| All | +62.6% | +226.6% | -164.0% | -6.6% |
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