+73.1%
CVX vs SOUN
+95.0%
-21.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.7% |
| 7D | +3.4% | -15.1% | +18.5% | +3.7% |
| 30D | -1.0% | -23.0% | +22.0% | -0.6% |
| 3M | +12.2% | -53.3% | +65.5% | +13.7% |
| 6M | +20.3% | -58.6% | +78.9% | +22.1% |
| YTD | +48.3% | -65.0% | +113.3% | +50.8% |
| 1Y | +46.9% | -71.4% | +118.3% | +50.2% |
| 3Y | +73.1% | +75.4% | -2.3% | +56.1% |
| All | +73.1% | +95.0% | -21.9% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling