+83.2%
CB vs SOUN
-52.9%
+136.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -1.8% |
| 7D | +0.2% | -2.6% | +2.9% | +0.3% |
| 30D | +9.1% | -27.0% | +36.1% | +9.1% |
| 3M | +3.4% | -41.9% | +45.4% | +3.5% |
| 6M | +14.1% | -56.1% | +70.2% | +14.3% |
| YTD | +18.0% | -58.8% | +76.8% | +18.2% |
| 1Y | +30.1% | -71.1% | +101.3% | +30.6% |
| 3Y | +71.8% | +130.9% | -59.1% | +69.5% |
| All | +83.2% | -52.9% | +136.1% | +80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling