-55.2%
CLF vs SOUN
-24.7%
-30.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -1.5% |
| 7D | +6.5% | -4.1% | +10.6% | +6.8% |
| 30D | +0.2% | -18.1% | +18.3% | +1.6% |
| 3M | -3.1% | -12.3% | +9.2% | -2.5% |
| 6M | +25.0% | -18.6% | +43.6% | +25.9% |
| YTD | -7.5% | -34.1% | +26.6% | -5.7% |
| 1Y | +11.5% | -57.0% | +68.6% | +16.7% |
| 3Y | -13.7% | +185.7% | -199.3% | -21.3% |
| All | -55.2% | -24.7% | -30.6% | -58.8% |
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 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