+54.1%
CVX vs SOUN
-22.7%
+76.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.3% | -5.2% | +8.5% | +3.4% |
| 30D | +12.9% | +4.8% | +8.1% | +12.7% |
| 3M | +11.7% | -15.9% | +27.6% | +11.9% |
| 6M | +14.1% | -17.4% | +31.5% | +14.2% |
| YTD | +40.7% | -32.4% | +73.1% | +41.2% |
| 1Y | +37.5% | -49.3% | +86.8% | +38.6% |
| 3Y | +43.9% | +167.5% | -123.5% | +37.1% |
| All | +54.1% | -22.7% | +76.8% | +47.4% |
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