+61.6%
COP vs SOUN
-22.7%
+84.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +3.0% | -5.2% | +8.2% | +3.1% |
| 30D | +17.5% | +4.8% | +12.7% | +17.3% |
| 3M | +13.4% | -15.9% | +29.2% | +13.6% |
| 6M | +17.7% | -17.4% | +35.1% | +17.8% |
| YTD | +46.6% | -32.4% | +79.0% | +47.1% |
| 1Y | +44.6% | -49.3% | +93.9% | +45.8% |
| 3Y | +20.7% | +167.5% | -146.8% | +16.5% |
| All | +61.6% | -22.7% | +84.3% | +58.7% |
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 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