+147.9%
OXY vs AON
+6.4%
+141.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +0.8% |
| 7D | +2.8% | -6.3% | +9.1% | +4.2% |
| 30D | +5.5% | -14.1% | +19.5% | +8.6% |
| 3M | +11.3% | -9.5% | +20.8% | +12.9% |
| 6M | +11.6% | -4.0% | +15.6% | +11.4% |
| YTD | +51.6% | -13.8% | +65.4% | +55.1% |
| 1Y | +36.2% | -18.3% | +54.5% | +41.3% |
| 3Y | +1.7% | -7.2% | +8.9% | +1.1% |
| All | +147.9% | +6.4% | +141.5% | +125.0% |
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