+20.8%
COP vs SOUN
+177.2%
-156.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.6% |
| 7D | -0.8% | -4.1% | +3.2% | -0.8% |
| 30D | +15.6% | -18.1% | +33.7% | +16.1% |
| 3M | +14.3% | -12.3% | +26.6% | +14.5% |
| 6M | +17.0% | -18.6% | +35.6% | +17.1% |
| YTD | +47.4% | -34.1% | +81.5% | +48.4% |
| 1Y | +52.4% | -57.0% | +109.4% | +55.3% |
| 3Y | +20.8% | +185.7% | -164.8% | +11.1% |
| All | +20.8% | +177.2% | -156.4% | +11.1% |
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 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