-25.2%
CMCSA vs SOUN
-28.2%
+3.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -4.9% | -7.1% | +2.3% | -4.7% |
| 30D | -1.1% | -15.4% | +14.3% | -0.7% |
| 3M | +6.6% | -10.6% | +17.1% | +6.7% |
| 6M | -15.5% | -19.6% | +4.2% | -15.3% |
| YTD | -6.7% | -37.2% | +30.5% | -6.1% |
| 1Y | -15.6% | -57.1% | +41.5% | -14.4% |
| 3Y | -33.7% | +178.2% | -211.9% | -36.9% |
| All | -25.2% | -28.2% | +3.0% | -28.6% |
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