-5.9%
SLB vs AON
+209.9%
-215.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.2% |
| 7D | -2.4% | -5.9% | +3.4% | 0.0% |
| 30D | +4.9% | -13.7% | +18.5% | +10.9% |
| 3M | +1.4% | -8.3% | +9.7% | +3.9% |
| 6M | +17.6% | -3.6% | +21.3% | +16.9% |
| YTD | +48.3% | -12.4% | +60.7% | +53.1% |
| 1Y | +58.7% | -14.6% | +73.3% | +65.4% |
| 3Y | +0.6% | -5.7% | +6.3% | -2.6% |
| 5Y | +133.6% | +9.1% | +124.4% | +98.7% |
| All | -5.9% | +209.9% | -215.8% | -52.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling