-57.1%
SOUN vs CAI
-26.7%
-30.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | -0.7% |
| 7D | -7.1% | -2.9% | -4.2% | -6.2% |
| 30D | -15.4% | +9.3% | -24.7% | -18.4% |
| 3M | -10.6% | +35.2% | -45.8% | -20.4% |
| 6M | -19.6% | +30.7% | -50.4% | -28.5% |
| YTD | -37.2% | -9.8% | -27.4% | -38.3% |
| 1Y | -57.1% | -28.9% | -28.2% | -56.2% |
| All | -57.1% | -26.7% | -30.3% | -56.2% |
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