+230.1%
RCL vs SOUN
-28.0%
+258.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.1% |
| 7D | -2.5% | -6.8% | +4.4% | -1.9% |
| 30D | -15.7% | -15.2% | -0.4% | -14.6% |
| 3M | -3.6% | -7.0% | +3.3% | -3.4% |
| 6M | -8.7% | -20.5% | +11.8% | -7.7% |
| YTD | -6.2% | -37.0% | +30.9% | -3.8% |
| 1Y | -22.9% | -55.3% | +32.4% | -19.3% |
| 3Y | +173.6% | +173.0% | +0.5% | +137.4% |
| All | +230.1% | -28.0% | +258.1% | +175.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling