+4,808.8%
CVX vs AON
+4,798.1%
+10.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.1% |
| 7D | +2.6% | -6.3% | +8.9% | +4.4% |
| 30D | +9.8% | -14.1% | +23.9% | +14.0% |
| 3M | +16.2% | -9.5% | +25.7% | +18.7% |
| 6M | +13.6% | -4.0% | +17.6% | +14.0% |
| YTD | +44.4% | -13.8% | +58.2% | +48.6% |
| 1Y | +40.6% | -18.3% | +58.9% | +46.7% |
| 3Y | +48.2% | -7.2% | +55.4% | +47.6% |
| 5Y | +172.3% | +7.3% | +164.9% | +157.2% |
| 10Y | +222.3% | +203.6% | +18.7% | +134.1% |
| All | +4,808.8% | +4,798.1% | +10.7% | +2,256.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling