+1.7%
OXY vs SOUN
+172.2%
-170.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +2.8% | -7.1% | +10.0% | +3.1% |
| 30D | +5.5% | -15.4% | +20.9% | +6.0% |
| 3M | +11.3% | -10.6% | +21.9% | +11.5% |
| 6M | +11.6% | -19.6% | +31.2% | +11.7% |
| YTD | +51.6% | -37.2% | +88.8% | +53.2% |
| 1Y | +36.2% | -57.1% | +93.3% | +39.6% |
| 3Y | +1.7% | +178.2% | -176.5% | -13.9% |
| All | +1.7% | +172.2% | -170.5% | -13.9% |
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 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