-14.2%
SLB vs AON
+226.6%
-240.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.1% | +2.1% |
| 7D | -1.2% | -2.4% | +1.2% | -0.2% |
| 30D | +4.5% | +22.8% | -18.3% | -4.4% |
| 3M | -4.6% | -5.3% | +0.8% | -3.3% |
| 6M | -6.3% | +8.4% | -14.6% | -11.2% |
| YTD | +35.0% | -3.9% | +38.9% | +33.4% |
| 1Y | +38.8% | -3.1% | +41.9% | +36.5% |
| 3Y | +3.3% | +3.0% | +0.3% | -3.8% |
| 5Y | +73.6% | +16.7% | +56.9% | +44.7% |
| 10Y | -14.2% | +232.6% | -246.9% | -57.3% |
| All | -14.2% | +226.6% | -240.8% | -57.3% |
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