+404.9%
CEG vs SOUN
-22.7%
+427.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +8.0% | -5.2% | +13.2% | +8.3% |
| 30D | +12.9% | +4.8% | +8.1% | +12.6% |
| 3M | +13.2% | -15.9% | +29.0% | +13.9% |
| 6M | -7.0% | -17.4% | +10.4% | -6.7% |
| YTD | -15.0% | -32.4% | +17.4% | -14.0% |
| 1Y | -2.7% | -49.3% | +46.6% | -0.3% |
| 3Y | +184.1% | +167.5% | +16.6% | +176.3% |
| All | +404.9% | -22.7% | +427.6% | +395.4% |
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