-31.9%
ORCL vs SOUN
-56.3%
+24.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.9% | +3.2% |
| 7D | +15.0% | -4.1% | +19.1% | +16.6% |
| 30D | +10.5% | -18.1% | +28.6% | +17.9% |
| 3M | -23.0% | -12.3% | -10.7% | -20.5% |
| 6M | +7.0% | -18.6% | +25.6% | +11.0% |
| YTD | -15.8% | -34.1% | +18.3% | -9.0% |
| All | -31.9% | -56.3% | +24.3% | -11.8% |
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