-39.7%
ORCL vs SOUN
-55.1%
+15.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +2.5% |
| 7D | -11.2% | -2.6% | -8.5% | -10.0% |
| 30D | -18.8% | -27.0% | +8.2% | -6.8% |
| 3M | -18.8% | -41.9% | +23.2% | +1.9% |
| 6M | -39.7% | -56.1% | +16.4% | -6.4% |
| All | -39.7% | -55.1% | +15.4% | -6.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling