+1,863.9%
CLS vs SOUN
-55.6%
+1,919.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.9% | +0.9% |
| 7D | -13.9% | -6.1% | -7.8% | -13.4% |
| 30D | -38.2% | -28.2% | -10.0% | -36.2% |
| 3M | -28.8% | -48.1% | +19.3% | -24.4% |
| 6M | -40.4% | -56.4% | +16.0% | -35.8% |
| YTD | -24.3% | -61.2% | +36.9% | -18.2% |
| 1Y | -35.0% | -73.1% | +38.1% | -27.6% |
| 3Y | +778.7% | +116.2% | +662.5% | +754.5% |
| All | +1,863.9% | -55.6% | +1,919.6% | +1,793.8% |
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