+139.2%
SLB vs AON
+13.7%
+125.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.5% | -0.5% |
| 7D | +0.4% | -3.2% | +3.7% | +0.8% |
| 30D | +13.6% | -11.9% | +25.5% | +15.1% |
| 3M | +1.5% | -2.9% | +4.4% | +1.3% |
| 6M | +23.0% | -6.8% | +29.8% | +23.5% |
| YTD | +51.2% | -10.1% | +61.3% | +52.6% |
| 1Y | +63.5% | -14.2% | +77.7% | +66.6% |
| 3Y | +2.5% | -3.3% | +5.8% | +2.2% |
| 5Y | +139.2% | +13.6% | +125.6% | +131.5% |
| All | +139.2% | +13.7% | +125.5% | +131.5% |
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 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