+67.1%
ORCL vs SOUN
-53.6%
+120.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.5% | +4.6% | +3.3% |
| 7D | +0.5% | -1.0% | +1.5% | +0.5% |
| 30D | -15.3% | -24.9% | +9.6% | -13.8% |
| 3M | -18.2% | -49.5% | +31.3% | -14.8% |
| 6M | -38.4% | -54.4% | +16.0% | -35.6% |
| YTD | -37.7% | -59.4% | +21.7% | -34.7% |
| 1Y | -49.3% | -71.4% | +22.1% | -46.0% |
| 3Y | +10.6% | +134.1% | -123.5% | +10.7% |
| All | +67.1% | -53.6% | +120.6% | +66.9% |
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 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