+231.0%
RCL vs SOUN
-25.7%
+256.7%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.7% |
| 7D | -2.2% | -4.4% | +2.2% | -1.9% |
| 30D | -15.7% | -13.1% | -2.5% | -14.8% |
| 3M | -8.0% | -7.7% | -0.3% | -7.7% |
| 6M | -10.1% | -21.2% | +11.0% | -9.1% |
| YTD | -5.9% | -35.0% | +29.1% | -3.8% |
| 1Y | -23.5% | -56.4% | +32.9% | -19.8% |
| 3Y | +174.4% | +181.7% | -7.4% | +137.6% |
| All | +231.0% | -25.7% | +256.7% | +176.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling