+2,639.9%
CLS vs SOUN
-22.7%
+2,662.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.6% | -5.2% | +9.8% | +5.1% |
| 30D | -13.9% | +4.8% | -18.7% | -14.6% |
| 3M | -26.6% | -15.9% | -10.7% | -25.5% |
| 6M | +15.4% | -17.4% | +32.8% | +16.7% |
| YTD | +5.7% | -32.4% | +38.1% | +8.4% |
| 1Y | +41.1% | -49.3% | +90.4% | +48.0% |
| 3Y | +1,228.6% | +167.5% | +1,061.1% | +1,135.9% |
| All | +2,639.9% | -22.7% | +2,662.6% | +2,410.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling