+6.4%
OXY vs AON
+204.8%
-198.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +1.3% |
| 7D | +2.8% | -6.3% | +9.1% | +6.2% |
| 30D | +5.5% | -14.1% | +19.5% | +13.2% |
| 3M | +11.3% | -9.5% | +20.8% | +15.4% |
| 6M | +11.6% | -4.0% | +15.6% | +11.5% |
| YTD | +51.6% | -13.8% | +65.4% | +59.4% |
| 1Y | +36.2% | -18.3% | +54.5% | +47.4% |
| 3Y | +1.7% | -7.2% | +8.9% | -1.6% |
| 5Y | +164.5% | +7.3% | +157.1% | +121.5% |
| All | +6.4% | +204.8% | -198.3% | -40.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling