+20.5%
CL vs SOUN
-24.7%
+45.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.4% |
| 7D | -1.4% | -4.1% | +2.7% | -1.4% |
| 30D | -5.2% | -18.1% | +12.9% | -5.3% |
| 3M | +3.3% | -12.3% | +15.6% | +3.3% |
| 6M | -4.4% | -18.6% | +14.2% | -4.4% |
| YTD | +13.9% | -34.1% | +48.0% | +13.8% |
| 1Y | +7.6% | -57.0% | +64.7% | +7.3% |
| 3Y | +29.6% | +185.7% | -156.1% | +31.2% |
| All | +20.5% | -24.7% | +45.2% | +22.8% |
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