+581.4%
LRCX vs SOUN
-25.7%
+607.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.3% |
| 7D | +9.5% | -4.4% | +14.0% | +9.9% |
| 30D | +3.1% | -13.1% | +16.2% | +4.1% |
| 3M | -3.4% | -7.7% | +4.3% | -2.9% |
| 6M | +49.7% | -21.2% | +70.9% | +51.2% |
| YTD | +84.9% | -35.0% | +119.9% | +88.8% |
| 1Y | +200.8% | -56.4% | +257.2% | +214.1% |
| 3Y | +385.1% | +181.7% | +203.3% | +354.9% |
| All | +581.4% | -25.7% | +607.1% | +539.5% |
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