-25.3%
CMCSA vs SOUN
-28.0%
+2.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.4% | +2.4% |
| 7D | -5.6% | -6.8% | +1.3% | -5.4% |
| 30D | -1.9% | -15.2% | +13.4% | -1.5% |
| 3M | +6.4% | -7.0% | +13.4% | +6.5% |
| 6M | -16.9% | -20.5% | +3.6% | -16.7% |
| YTD | -6.8% | -37.0% | +30.2% | -6.2% |
| 1Y | -15.9% | -55.3% | +39.4% | -14.8% |
| 3Y | -33.4% | +173.0% | -206.5% | -36.6% |
| All | -25.3% | -28.0% | +2.7% | -28.7% |
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