+124.6%
ORCL vs SOUN
-25.7%
+150.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | -0.5% |
| 7D | +10.9% | -4.4% | +15.3% | +11.2% |
| 30D | +7.0% | -13.1% | +20.1% | +7.9% |
| 3M | -21.2% | -7.7% | -13.5% | -20.9% |
| 6M | +7.4% | -21.2% | +28.6% | +8.6% |
| YTD | -16.3% | -35.0% | +18.7% | -14.7% |
| 1Y | -32.3% | -56.4% | +24.1% | -29.9% |
| 3Y | +32.6% | +181.7% | -149.2% | +29.3% |
| All | +124.6% | -25.7% | +150.3% | +118.0% |
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