+463.6%
CDE vs SOUN
-25.7%
+489.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.7% |
| 7D | -2.0% | -4.4% | +2.5% | -1.7% |
| 30D | +15.7% | -13.1% | +28.8% | +16.7% |
| 3M | +30.5% | -7.7% | +38.2% | +31.0% |
| 6M | -7.4% | -21.2% | +13.8% | -6.4% |
| YTD | +17.9% | -35.0% | +52.9% | +20.4% |
| 1Y | +46.7% | -56.4% | +103.1% | +52.6% |
| 3Y | +851.3% | +181.7% | +669.6% | +818.1% |
| All | +463.6% | -25.7% | +489.3% | +471.0% |
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