-4.1%
SLB vs AON
+206.8%
-210.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +1.4% |
| 7D | -1.9% | -7.9% | +6.1% | +1.6% |
| 30D | +7.8% | -14.6% | +22.4% | +14.6% |
| 3M | +2.7% | -7.9% | +10.6% | +5.0% |
| 6M | +22.2% | -8.0% | +30.2% | +24.0% |
| YTD | +51.1% | -13.2% | +64.3% | +56.7% |
| 1Y | +63.3% | -16.4% | +79.8% | +71.9% |
| 3Y | +2.4% | -6.7% | +9.1% | -0.4% |
| 5Y | +139.3% | +8.0% | +131.3% | +104.5% |
| All | -4.1% | +206.8% | -210.9% | -51.4% |
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