+2,008.2%
CLS vs SOUN
-60.0%
+2,068.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -5.1% |
| 7D | +16.3% | -15.1% | +31.4% | +18.0% |
| 30D | -25.7% | -23.0% | -2.7% | -23.8% |
| 3M | -30.9% | -53.3% | +22.5% | -25.9% |
| 6M | -35.5% | -58.6% | +23.1% | -30.2% |
| YTD | -18.7% | -65.0% | +46.3% | -11.4% |
| 1Y | -17.9% | -71.4% | +53.5% | -8.9% |
| 3Y | +838.1% | +75.4% | +762.7% | +823.7% |
| All | +2,008.2% | -60.0% | +2,068.2% | +1,952.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling