+166.2%
EOG vs AON
+6.4%
+159.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | +1.5% | -6.3% | +7.8% | +2.6% |
| 30D | +2.9% | -14.1% | +17.0% | +5.5% |
| 3M | +8.7% | -9.5% | +18.2% | +10.1% |
| 6M | +12.9% | -4.0% | +16.9% | +12.9% |
| YTD | +43.8% | -13.8% | +57.6% | +46.8% |
| 1Y | +27.1% | -18.3% | +45.4% | +31.1% |
| 3Y | +25.9% | -7.2% | +33.1% | +25.5% |
| All | +166.2% | +6.4% | +159.9% | +152.5% |
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