+36.6%
ORLY vs SOUN
+172.2%
-135.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.4% | -7.1% | +4.8% | -2.3% |
| 30D | -6.8% | -15.4% | +8.6% | -6.7% |
| 3M | -4.8% | -10.6% | +5.8% | -4.7% |
| 6M | -9.1% | -19.6% | +10.6% | -9.1% |
| YTD | -5.9% | -37.2% | +31.3% | -5.9% |
| 1Y | -20.4% | -57.1% | +36.7% | -20.3% |
| 3Y | +36.6% | +178.2% | -141.6% | +35.3% |
| All | +36.6% | +172.2% | -135.6% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling