+11.4%
CVS vs SOUN
-22.7%
+34.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.0% | -5.2% | +9.2% | +4.0% |
| 30D | -2.4% | +4.8% | -7.2% | -2.4% |
| 3M | +2.7% | -15.9% | +18.5% | +2.7% |
| 6M | +21.9% | -17.4% | +39.3% | +21.9% |
| YTD | +24.7% | -32.4% | +57.1% | +24.9% |
| 1Y | +35.4% | -49.3% | +84.7% | +35.9% |
| 3Y | +65.2% | +167.5% | -102.3% | +60.9% |
| All | +11.4% | -22.7% | +34.1% | +8.5% |
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