+838.1%
CLS vs SOUN
+95.0%
+743.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.8% |
| 7D | +16.3% | -15.1% | +31.4% | +19.6% |
| 30D | -25.7% | -23.0% | -2.7% | -22.2% |
| 3M | -30.9% | -53.3% | +22.5% | -21.1% |
| 6M | -35.5% | -58.6% | +23.1% | -25.2% |
| YTD | -18.7% | -65.0% | +46.3% | -4.5% |
| 1Y | -17.9% | -71.4% | +53.5% | -0.3% |
| 3Y | +838.1% | +75.4% | +762.7% | +780.2% |
| All | +838.1% | +95.0% | +743.1% | +780.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling