-29.6%
CLS vs SOUN
-73.4%
+43.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +4.9% | -13.9% | -10.8% |
| 7D | -21.1% | -2.7% | -18.4% | -20.4% |
| 30D | -38.2% | -26.5% | -11.7% | -31.2% |
| 3M | -36.3% | -33.6% | -2.7% | -28.0% |
| 6M | -43.8% | -54.4% | +10.6% | -27.4% |
| YTD | -20.0% | -56.7% | +36.6% | +4.4% |
| 1Y | -29.6% | -71.4% | +41.9% | +40.3% |
| All | -29.6% | -73.4% | +43.8% | +40.3% |
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