-41.6%
ORCL vs SOUN
-73.1%
+31.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.1% |
| 7D | +8.0% | -15.1% | +23.1% | +15.2% |
| 30D | -4.0% | -23.0% | +19.0% | +6.6% |
| 3M | -19.5% | -53.3% | +33.9% | +8.4% |
| 6M | -33.5% | -58.6% | +25.1% | -6.9% |
| YTD | -34.8% | -65.0% | +30.2% | -7.5% |
| 1Y | -41.6% | -71.4% | +29.8% | -9.9% |
| All | -41.6% | -73.1% | +31.5% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling