+2,794.5%
CLS vs SOUN
-24.7%
+2,819.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.5% | +8.2% | +5.9% |
| 7D | +12.8% | -4.1% | +16.9% | +13.2% |
| 30D | +3.8% | -18.1% | +21.9% | +5.7% |
| 3M | -14.6% | -12.3% | -2.3% | -13.8% |
| 6M | +32.2% | -18.6% | +50.8% | +33.9% |
| YTD | +11.6% | -34.1% | +45.7% | +14.7% |
| 1Y | +35.1% | -57.0% | +92.1% | +43.5% |
| 3Y | +1,312.5% | +185.7% | +1,126.9% | +1,214.3% |
| All | +2,794.5% | -24.7% | +2,819.1% | +2,557.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling