+170.6%
CVX vs AON
+9.0%
+161.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | +0.7% | -5.9% | +6.6% | +1.7% |
| 30D | +9.1% | -13.7% | +22.8% | +11.6% |
| 3M | +13.1% | -8.3% | +21.4% | +14.2% |
| 6M | +16.3% | -3.6% | +19.9% | +16.2% |
| YTD | +43.5% | -12.4% | +55.8% | +45.8% |
| 1Y | +40.2% | -14.6% | +54.8% | +43.0% |
| 3Y | +44.2% | -5.7% | +50.0% | +43.7% |
| 5Y | +170.6% | +9.1% | +161.5% | +163.2% |
| All | +170.6% | +9.0% | +161.6% | +163.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling