+32.2%
CB vs SOUN
-73.4%
+105.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.8% | +2.4% |
| 7D | +5.3% | -2.7% | +8.0% | +5.1% |
| 30D | +13.2% | -26.5% | +39.7% | +11.3% |
| 3M | +7.8% | -33.6% | +41.4% | +5.5% |
| 6M | +15.8% | -54.4% | +70.2% | +12.1% |
| YTD | +21.0% | -56.7% | +77.6% | +15.7% |
| 1Y | +32.2% | -71.4% | +103.6% | +23.1% |
| All | +32.2% | -73.4% | +105.6% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 1y: compounded portfolio wealth divided by compounded SOUN 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…
1y analysis · Full analysis span regression · 6 months rolling