+49.3%
CSX vs SOUN
-22.7%
+72.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.4% | -5.2% | +1.8% | -3.3% |
| 30D | -3.1% | +4.8% | -7.9% | -3.2% |
| 3M | +7.2% | -15.9% | +23.0% | +7.4% |
| 6M | +16.2% | -17.4% | +33.6% | +16.3% |
| YTD | +37.5% | -32.4% | +69.9% | +38.0% |
| 1Y | +53.2% | -49.3% | +102.5% | +54.3% |
| 3Y | +68.2% | +167.5% | -99.2% | +64.5% |
| All | +49.3% | -22.7% | +72.0% | +47.2% |
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