+444.5%
CORZ vs SOUN
+236.9%
+207.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +5.2% |
| 7D | +16.6% | -4.1% | +20.6% | +17.5% |
| 30D | -10.9% | -18.1% | +7.2% | -7.3% |
| 3M | -31.0% | -12.3% | -18.7% | -29.5% |
| 6M | +26.0% | -18.6% | +44.6% | +28.8% |
| YTD | +28.6% | -34.1% | +62.7% | +36.7% |
| 1Y | +34.5% | -57.0% | +91.5% | +52.9% |
| All | +444.5% | +236.9% | +207.6% | +384.8% |
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