+29.4%
CCL vs SOUN
-25.7%
+55.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.0% |
| 7D | -4.4% | -4.4% | 0.0% | -4.0% |
| 30D | -18.2% | -13.1% | -5.1% | -17.1% |
| 3M | -17.7% | -7.7% | -10.0% | -17.3% |
| 6M | -13.0% | -21.2% | +8.2% | -11.8% |
| YTD | -24.5% | -35.0% | +10.5% | -22.3% |
| 1Y | -26.9% | -56.4% | +29.4% | -22.6% |
| 3Y | +50.8% | +181.7% | -131.0% | +25.9% |
| All | +29.4% | -25.7% | +55.0% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling