-13.1%
SLB vs AON
+233.0%
-246.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.9% |
| 7D | +3.5% | +1.0% | +2.5% | +3.1% |
| 30D | +6.5% | +23.2% | -16.7% | -2.6% |
| 3M | -0.2% | -5.0% | +4.8% | +0.9% |
| 6M | -5.7% | +9.3% | -15.1% | -11.1% |
| YTD | +36.8% | -3.4% | +40.2% | +35.0% |
| 1Y | +45.8% | -2.9% | +48.7% | +43.3% |
| 3Y | +3.4% | +3.6% | -0.3% | -4.0% |
| 5Y | +76.1% | +16.9% | +59.3% | +46.8% |
| All | -13.1% | +233.0% | -246.0% | -56.8% |
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