+2,752.8%
CLS vs SOUN
-28.0%
+2,780.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -2.2% |
| 7D | +5.0% | -6.8% | +11.8% | +5.6% |
| 30D | +4.8% | -15.2% | +20.0% | +6.3% |
| 3M | -10.4% | -7.0% | -3.4% | -10.0% |
| 6M | +20.8% | -20.5% | +41.3% | +22.6% |
| YTD | +10.0% | -37.0% | +47.0% | +13.6% |
| 1Y | +28.5% | -55.3% | +83.8% | +36.3% |
| 3Y | +1,292.2% | +173.0% | +1,119.2% | +1,200.8% |
| All | +2,752.8% | -28.0% | +2,780.8% | +2,530.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling