+361.6%
LRCX vs SOUN
+172.2%
+189.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -3.1% | -7.1% | +4.1% | -2.1% |
| 30D | -8.6% | -15.4% | +6.9% | -6.6% |
| 3M | -17.7% | -10.6% | -7.1% | -16.6% |
| 6M | +36.4% | -19.6% | +56.0% | +38.5% |
| YTD | +74.5% | -37.2% | +111.8% | +82.0% |
| 1Y | +159.4% | -57.1% | +216.5% | +181.2% |
| 3Y | +361.6% | +178.2% | +183.4% | +303.8% |
| All | +361.6% | +172.2% | +189.4% | +303.8% |
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