+392.1%
CIEN vs SOUN
-60.0%
+452.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.5% | -4.4% |
| 7D | +15.3% | -15.1% | +30.3% | +16.5% |
| 30D | -22.0% | -23.0% | +1.0% | -20.7% |
| 3M | -36.6% | -53.3% | +16.7% | -33.5% |
| 6M | -51.5% | -58.6% | +7.1% | -48.8% |
| YTD | +20.0% | -65.0% | +85.0% | +26.9% |
| 1Y | +44.5% | -71.4% | +115.9% | +54.5% |
| 3Y | +539.0% | +75.4% | +463.7% | +532.8% |
| All | +392.1% | -60.0% | +452.1% | +380.4% |
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 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