+20.2%
CLF vs SOUN
-73.4%
+93.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +4.9% | -14.0% | -10.1% |
| 7D | -7.9% | -2.7% | -5.2% | -7.5% |
| 30D | +5.2% | -26.5% | +31.8% | +11.5% |
| 3M | +4.3% | -33.6% | +37.9% | +11.7% |
| 6M | +25.3% | -54.4% | +79.7% | +45.2% |
| YTD | -3.3% | -56.7% | +53.4% | +9.6% |
| 1Y | +20.2% | -71.4% | +91.7% | +55.9% |
| All | +20.2% | -73.4% | +93.6% | +55.9% |
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