+791.9%
CDE vs SOUN
+172.2%
+619.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -3.1% | -7.1% | +4.0% | -2.0% |
| 30D | +9.5% | -15.4% | +24.9% | +12.2% |
| 3M | +25.5% | -10.6% | +36.1% | +27.1% |
| 6M | -7.9% | -19.6% | +11.7% | -5.9% |
| YTD | +15.6% | -37.2% | +52.8% | +22.0% |
| 1Y | +34.0% | -57.1% | +91.1% | +47.9% |
| 3Y | +791.9% | +178.2% | +613.7% | +583.2% |
| All | +791.9% | +172.2% | +619.7% | +583.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling