+65.9%
COP vs SOUN
-55.2%
+121.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.6% | +1.7% |
| 7D | +0.7% | -9.5% | +10.2% | +0.8% |
| 30D | +0.2% | -21.3% | +21.5% | +0.5% |
| 3M | +10.2% | -47.2% | +57.4% | +11.2% |
| 6M | +20.1% | -53.7% | +73.8% | +21.3% |
| YTD | +50.5% | -60.8% | +111.3% | +52.2% |
| 1Y | +56.8% | -70.9% | +127.7% | +59.5% |
| 3Y | +30.3% | +118.4% | -88.2% | +26.3% |
| All | +65.9% | -55.2% | +121.1% | +64.2% |
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