+269.8%
CORZ vs SOUN
+107.7%
+162.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.5% | +9.6% | +8.5% |
| 7D | +1.7% | -1.0% | +2.7% | +1.8% |
| 30D | -17.5% | -24.9% | +7.4% | -12.4% |
| 3M | -39.5% | -49.5% | +10.0% | -30.5% |
| 6M | -44.5% | -54.4% | +9.9% | -35.5% |
| YTD | -12.6% | -59.4% | +46.7% | +2.4% |
| 1Y | -37.0% | -71.4% | +34.4% | -21.4% |
| All | +269.8% | +107.7% | +162.1% | +263.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling