-27.1%
CMCSA vs SOUN
+95.0%
-122.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.5% | +1.5% |
| 7D | +3.2% | -15.1% | +18.2% | +3.6% |
| 30D | +19.5% | -23.0% | +42.5% | +20.3% |
| 3M | -2.4% | -53.3% | +50.9% | -0.6% |
| 6M | +3.8% | -58.6% | +62.4% | +6.0% |
| YTD | -5.4% | -65.0% | +59.6% | -3.3% |
| 1Y | +1.1% | -71.4% | +72.6% | +3.9% |
| 3Y | -27.1% | +75.4% | -102.5% | -29.0% |
| All | -27.1% | +95.0% | -122.1% | -29.0% |
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