+179.4%
RCL vs SOUN
+177.2%
+2.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | 0.0% |
| 7D | -0.5% | -4.1% | +3.6% | 0.0% |
| 30D | -17.3% | -18.1% | +0.7% | -15.8% |
| 3M | -2.8% | -12.3% | +9.5% | -1.9% |
| 6M | -4.4% | -18.6% | +14.2% | -3.4% |
| YTD | -4.2% | -34.1% | +29.9% | -1.7% |
| 1Y | -23.4% | -57.0% | +33.7% | -18.8% |
| 3Y | +179.4% | +185.7% | -6.3% | +136.7% |
| All | +179.4% | +177.2% | +2.2% | +136.7% |
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