+376.9%
CEG vs SOUN
-58.7%
+435.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.9% | +10.7% | +3.2% |
| 7D | +17.8% | -15.5% | +33.3% | +18.8% |
| 30D | -4.5% | -26.2% | +21.7% | -3.2% |
| 3M | +1.5% | -51.4% | +52.8% | +5.0% |
| 6M | -3.5% | -55.3% | +51.8% | 0.0% |
| YTD | -19.7% | -63.9% | +44.2% | -16.3% |
| 1Y | -19.8% | -72.8% | +53.0% | -15.3% |
| 3Y | +136.4% | +101.1% | +35.3% | +136.8% |
| All | +376.9% | -58.7% | +435.6% | +382.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling