+138.1%
CRH vs SOUN
-28.2%
+166.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -6.1% | -7.1% | +1.1% | -5.8% |
| 30D | -9.3% | -15.4% | +6.1% | -8.6% |
| 3M | -15.2% | -10.6% | -4.6% | -14.9% |
| 6M | -14.2% | -19.6% | +5.4% | -13.9% |
| YTD | -28.3% | -37.2% | +9.0% | -27.3% |
| 1Y | -21.8% | -57.1% | +35.3% | -19.8% |
| 3Y | +71.6% | +178.2% | -106.6% | +65.3% |
| All | +138.1% | -28.2% | +166.3% | +130.3% |
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 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