+42.8%
LRCX vs SOUN
-73.4%
+116.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.9% | -8.9% | -5.4% |
| 7D | -12.8% | -2.7% | -10.1% | -12.1% |
| 30D | -36.0% | -26.5% | -9.4% | -30.1% |
| 3M | -30.2% | -33.6% | +3.4% | -22.5% |
| 6M | -14.2% | -54.4% | +40.2% | +3.0% |
| YTD | +29.7% | -56.7% | +86.4% | +60.3% |
| 1Y | +42.8% | -71.4% | +114.2% | +110.9% |
| All | +42.8% | -73.4% | +116.2% | +110.9% |
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 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