+396.4%
CEG vs SOUN
-25.7%
+422.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.4% | -1.7% |
| 7D | +1.3% | -4.4% | +5.8% | +1.6% |
| 30D | +8.8% | -13.1% | +22.0% | +9.6% |
| 3M | +17.0% | -7.7% | +24.7% | +17.2% |
| 6M | -8.7% | -21.2% | +12.4% | -8.2% |
| YTD | -16.4% | -35.0% | +18.6% | -15.3% |
| 1Y | -1.8% | -56.4% | +54.6% | +1.4% |
| 3Y | +175.8% | +181.7% | -6.0% | +168.8% |
| All | +396.4% | -25.7% | +422.0% | +388.0% |
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 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