+329.7%
RCL vs SOUN
-55.2%
+384.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.5% |
| 7D | +0.6% | -9.5% | +10.1% | +1.4% |
| 30D | +19.4% | -21.3% | +40.7% | +21.6% |
| 3M | +9.8% | -47.2% | +57.0% | +15.1% |
| 6M | +28.6% | -53.7% | +82.4% | +35.7% |
| YTD | +22.2% | -60.8% | +82.9% | +29.7% |
| 1Y | +29.7% | -70.9% | +100.6% | +40.5% |
| 3Y | +265.3% | +118.4% | +146.9% | +224.1% |
| All | +329.7% | -55.2% | +384.8% | +272.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling