-57.1%
SOUN vs CAH
+57.9%
-115.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.5% |
| 7D | -7.1% | -5.1% | -2.0% | -8.6% |
| 30D | -15.4% | +0.2% | -15.6% | -15.3% |
| 3M | -10.6% | +6.3% | -16.9% | -8.7% |
| 6M | -19.6% | +9.4% | -29.0% | -17.5% |
| YTD | -37.2% | +15.0% | -52.2% | -33.4% |
| 1Y | -57.1% | +55.4% | -112.5% | -50.7% |
| All | -57.1% | +57.9% | -115.0% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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