+35.7%
CRM vs SOUN
-28.2%
+63.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.0% |
| 7D | -4.4% | -7.1% | +2.7% | -4.0% |
| 30D | +28.1% | -15.4% | +43.5% | +29.4% |
| 3M | +48.8% | -10.6% | +59.4% | +49.4% |
| 6M | +28.3% | -19.6% | +47.9% | +29.3% |
| YTD | -6.0% | -37.2% | +31.2% | -4.2% |
| 1Y | +1.4% | -57.1% | +58.5% | +5.0% |
| 3Y | +11.8% | +178.2% | -166.4% | +2.8% |
| All | +35.7% | -28.2% | +63.9% | +23.9% |
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 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