+24,937.0%
ORCL vs AON
+5,356.5%
+19,580.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -6.5% | +1.9% | -8.4% | -7.1% |
| 30D | -16.6% | +23.3% | -39.9% | -22.1% |
| 3M | -21.6% | -5.5% | -16.1% | -20.8% |
| 6M | -39.4% | +8.0% | -47.4% | -41.8% |
| YTD | -38.7% | -4.0% | -34.7% | -39.2% |
| 1Y | -50.4% | -1.7% | -48.6% | -51.3% |
| 3Y | +8.1% | +2.9% | +5.2% | +2.8% |
| 5Y | +34.5% | +17.2% | +17.3% | +21.8% |
| 10Y | +246.0% | +225.8% | +20.2% | +121.1% |
| All | +24,937.0% | +5,356.5% | +19,580.4% | +5,173.4% |
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