+32.0%
RCL vs SOUN
-73.4%
+105.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.9% | +1.5% | +5.6% |
| 7D | +11.7% | -2.7% | +14.4% | +12.1% |
| 30D | +21.1% | -26.5% | +47.7% | +27.1% |
| 3M | +2.9% | -33.6% | +36.5% | +9.3% |
| 6M | +29.8% | -54.4% | +84.2% | +47.4% |
| YTD | +21.4% | -56.7% | +78.1% | +31.8% |
| 1Y | +32.0% | -71.4% | +103.5% | +48.8% |
| All | +32.0% | -73.4% | +105.4% | +48.8% |
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