+9.7%
CVS vs SOUN
-28.0%
+37.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.1% |
| 7D | -2.0% | -6.8% | +4.9% | -1.9% |
| 30D | +1.9% | -15.2% | +17.2% | +2.0% |
| 3M | -2.2% | -7.0% | +4.8% | -2.2% |
| 6M | +26.7% | -20.5% | +47.2% | +26.8% |
| YTD | +22.9% | -37.0% | +59.9% | +23.1% |
| 1Y | +32.9% | -55.3% | +88.2% | +33.5% |
| 3Y | +62.3% | +173.0% | -110.8% | +57.9% |
| All | +9.7% | -28.0% | +37.7% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling