+179.1%
SOUN vs CAH
+178.5%
+0.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -3.1% |
| 7D | -6.8% | -5.1% | -1.8% | -6.8% |
| 30D | -15.2% | -1.8% | -13.5% | -15.2% |
| 3M | -7.0% | +9.4% | -16.3% | -7.2% |
| 6M | -20.5% | +9.2% | -29.8% | -20.7% |
| YTD | -37.0% | +15.7% | -52.7% | -37.2% |
| 1Y | -55.3% | +59.7% | -115.0% | -58.0% |
| All | +179.1% | +178.5% | +0.6% | +129.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling