+61.9%
ORCL vs SOUN
-52.9%
+114.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.0% |
| 7D | -11.2% | -2.6% | -8.5% | -11.0% |
| 30D | -18.8% | -27.0% | +8.2% | -17.2% |
| 3M | -18.8% | -41.9% | +23.2% | -16.1% |
| 6M | -39.7% | -56.1% | +16.4% | -36.8% |
| YTD | -39.6% | -58.8% | +19.1% | -36.8% |
| 1Y | -51.7% | -71.1% | +19.4% | -48.7% |
| 3Y | +10.2% | +130.9% | -120.7% | +10.3% |
| All | +61.9% | -52.9% | +114.8% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling