+2,826.3%
CLS vs SOUN
-25.7%
+2,852.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | +20.1% | -4.4% | +24.5% | +20.6% |
| 30D | +6.0% | -13.1% | +19.2% | +7.4% |
| 3M | -10.3% | -7.7% | -2.6% | -9.9% |
| 6M | +24.5% | -21.2% | +45.7% | +26.4% |
| YTD | +12.9% | -35.0% | +47.9% | +16.2% |
| 1Y | +36.7% | -56.4% | +93.0% | +45.1% |
| 3Y | +1,328.1% | +181.7% | +1,146.3% | +1,230.4% |
| All | +2,826.3% | -25.7% | +2,852.0% | +2,590.2% |
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