+10.6%
CVS vs SOUN
-24.7%
+35.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | -1.6% | -4.1% | +2.5% | -1.5% |
| 30D | +0.4% | -18.1% | +18.5% | +0.5% |
| 3M | -0.4% | -12.3% | +11.9% | -0.4% |
| 6M | +25.1% | -18.6% | +43.7% | +25.2% |
| YTD | +23.9% | -34.1% | +58.0% | +24.0% |
| 1Y | +41.1% | -57.0% | +98.1% | +41.7% |
| 3Y | +63.6% | +185.7% | -122.0% | +59.2% |
| All | +10.6% | -24.7% | +35.3% | +7.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling