+40.6%
CVX vs AON
-16.9%
+57.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.7% |
| 7D | +2.6% | -6.3% | +8.9% | +2.9% |
| 30D | +9.8% | -14.1% | +23.9% | +10.4% |
| 3M | +16.2% | -9.5% | +25.7% | +16.2% |
| 6M | +13.6% | -4.0% | +17.6% | +13.1% |
| YTD | +44.4% | -13.8% | +58.2% | +45.3% |
| 1Y | +40.6% | -18.3% | +58.9% | +39.3% |
| All | +40.6% | -16.9% | +57.5% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling