+4,439.9%
XOM vs AON
+4,798.1%
-358.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +0.9% |
| 7D | +4.1% | -6.3% | +10.4% | +5.7% |
| 30D | +4.6% | -14.1% | +18.7% | +8.3% |
| 3M | +14.0% | -9.5% | +23.4% | +16.2% |
| 6M | +11.0% | -4.0% | +15.0% | +11.3% |
| YTD | +40.7% | -13.8% | +54.5% | +44.5% |
| 1Y | +52.3% | -18.3% | +70.6% | +58.3% |
| 3Y | +60.5% | -7.2% | +67.6% | +59.7% |
| 5Y | +266.4% | +7.3% | +259.1% | +247.2% |
| 10Y | +194.4% | +203.6% | -9.2% | +115.6% |
| All | +4,439.9% | +4,798.1% | -358.2% | +1,976.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling