+28.9%
RCL vs SOUN
-73.1%
+102.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.9% |
| 7D | -1.2% | -15.1% | +13.9% | +1.5% |
| 30D | +17.8% | -23.0% | +40.8% | +22.9% |
| 3M | +4.9% | -53.3% | +58.3% | +18.3% |
| 6M | +23.7% | -58.6% | +82.3% | +42.3% |
| YTD | +17.8% | -65.0% | +82.8% | +30.8% |
| 1Y | +28.9% | -71.4% | +100.4% | +40.3% |
| All | +28.9% | -73.1% | +102.1% | +40.3% |
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 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