+77.3%
ORCL vs SOUN
-58.7%
+136.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.9% | +6.9% | -0.5% |
| 7D | +10.4% | -15.5% | +25.9% | +11.5% |
| 30D | -11.2% | -26.2% | +15.0% | -9.5% |
| 3M | -16.8% | -51.4% | +34.6% | -13.0% |
| 6M | -31.5% | -55.3% | +23.9% | -28.1% |
| YTD | -33.9% | -63.9% | +30.0% | -30.2% |
| 1Y | -43.3% | -72.8% | +29.6% | -39.4% |
| 3Y | +16.5% | +101.1% | -84.7% | +17.5% |
| All | +77.3% | -58.7% | +136.0% | +78.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling