+7.1%
CRM vs SOUN
-47.0%
+54.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +1.3% | -5.2% | +6.5% | +2.3% |
| 30D | +34.3% | +4.8% | +29.5% | +32.8% |
| 3M | +37.7% | -15.9% | +53.6% | +41.8% |
| 6M | +34.9% | -17.4% | +52.3% | +38.3% |
| YTD | -1.6% | -32.4% | +30.8% | +4.0% |
| 1Y | +7.1% | -49.3% | +56.4% | +11.9% |
| All | +7.1% | -47.0% | +54.1% | +11.9% |
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