+335.7%
RCL vs SOUN
-55.6%
+391.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.4% | +5.3% | +1.2% |
| 7D | +8.5% | -6.1% | +14.6% | +9.0% |
| 30D | +20.4% | -28.2% | +48.6% | +23.4% |
| 3M | +11.0% | -48.1% | +59.1% | +16.5% |
| 6M | +24.9% | -56.4% | +81.3% | +32.4% |
| YTD | +23.9% | -61.2% | +85.0% | +31.6% |
| 1Y | +30.8% | -73.1% | +104.0% | +42.5% |
| 3Y | +270.4% | +116.2% | +154.2% | +228.9% |
| All | +335.7% | -55.6% | +391.3% | +277.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling