+482.4%
CSX vs AON
+207.5%
+274.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | +0.1% |
| 7D | +0.6% | -3.2% | +3.8% | +2.0% |
| 30D | -2.3% | -11.9% | +9.6% | +2.8% |
| 3M | +4.3% | -2.9% | +7.2% | +4.7% |
| 6M | +23.4% | -6.8% | +30.2% | +25.4% |
| YTD | +36.4% | -10.1% | +46.5% | +40.2% |
| 1Y | +53.0% | -14.2% | +67.3% | +60.5% |
| 3Y | +70.6% | -3.3% | +73.9% | +65.7% |
| 5Y | +65.5% | +13.6% | +51.9% | +44.6% |
| 10Y | +482.4% | +209.2% | +273.2% | +228.1% |
| All | +482.4% | +207.5% | +274.8% | +228.1% |
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