-71.4%
SOUN vs CAI
+12.6%
-84.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.7% | +4.5% |
| 7D | -2.7% | -6.3% | +3.6% | -0.5% |
| 30D | -26.5% | +9.3% | -35.8% | -29.0% |
| 3M | -33.6% | +106.3% | -140.0% | -50.5% |
| 6M | -54.4% | +77.7% | -132.1% | -64.5% |
| YTD | -56.7% | +23.1% | -79.8% | -61.3% |
| 1Y | -71.4% | +6.5% | -78.0% | -72.9% |
| All | -71.4% | +12.6% | -84.0% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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