+31.4%
CORZ vs SOUN
-47.0%
+78.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +8.4% | -5.2% | +13.6% | +10.4% |
| 30D | -17.8% | +4.8% | -22.6% | -20.1% |
| 3M | -35.9% | -15.9% | -20.0% | -32.7% |
| 6M | +12.9% | -17.4% | +30.3% | +15.4% |
| YTD | +22.9% | -32.4% | +55.3% | +33.2% |
| 1Y | +31.4% | -49.3% | +80.6% | +70.4% |
| All | +31.4% | -47.0% | +78.4% | +70.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling