-21.9%
CMCSA vs SOUN
-24.7%
+2.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.6% |
| 7D | +0.1% | -4.1% | +4.2% | +0.2% |
| 30D | +3.8% | -18.1% | +21.9% | +4.2% |
| 3M | +12.3% | -12.3% | +24.6% | +12.5% |
| 6M | -15.4% | -18.6% | +3.2% | -15.2% |
| YTD | -2.5% | -34.1% | +31.6% | -2.0% |
| 1Y | -13.4% | -57.0% | +43.7% | -12.2% |
| 3Y | -30.4% | +185.7% | -216.0% | -33.7% |
| All | -21.9% | -24.7% | +2.8% | -25.5% |
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