+34.0%
CCL vs SOUN
-22.7%
+56.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.0% | -5.2% | +0.2% | -4.6% |
| 30D | -20.3% | +4.8% | -25.2% | -20.8% |
| 3M | -15.1% | -15.9% | +0.7% | -14.1% |
| 6M | -15.1% | -17.4% | +2.3% | -14.3% |
| YTD | -21.8% | -32.4% | +10.6% | -19.8% |
| 1Y | -24.8% | -49.3% | +24.5% | -21.4% |
| 3Y | +51.9% | +167.5% | -115.6% | +27.3% |
| All | +34.0% | -22.7% | +56.7% | +6.8% |
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