+41.1%
CLS vs SOUN
-47.0%
+88.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.6% | -5.2% | +9.8% | +6.4% |
| 30D | -13.9% | +4.8% | -18.7% | -16.5% |
| 3M | -26.6% | -15.9% | -10.7% | -23.1% |
| 6M | +15.4% | -17.4% | +32.8% | +18.6% |
| YTD | +5.7% | -32.4% | +38.1% | +15.2% |
| 1Y | +41.1% | -49.3% | +90.4% | +75.0% |
| All | +41.1% | -47.0% | +88.1% | +75.0% |
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