+7.1%
CL vs SOUN
-56.9%
+63.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | -0.5% |
| 7D | -2.3% | -4.4% | +2.1% | -2.4% |
| 30D | -5.5% | -13.1% | +7.6% | -5.9% |
| 3M | +0.8% | -7.7% | +8.5% | +0.8% |
| 6M | -4.2% | -21.2% | +17.0% | -4.8% |
| YTD | +13.4% | -35.0% | +48.4% | +11.5% |
| 1Y | +7.1% | -56.4% | +63.4% | +1.1% |
| All | +7.1% | -56.9% | +63.9% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling