+40.6%
CVX vs SOUN
-55.4%
+96.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +2.6% | -7.1% | +9.7% | +2.3% |
| 30D | +9.8% | -15.4% | +25.2% | +9.2% |
| 3M | +16.2% | -10.6% | +26.8% | +15.9% |
| 6M | +13.6% | -19.6% | +33.3% | +13.5% |
| YTD | +44.4% | -37.2% | +81.6% | +45.5% |
| 1Y | +40.6% | -57.1% | +97.7% | +45.2% |
| All | +40.6% | -55.4% | +96.0% | +45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling