-13.6%
SOUN vs CBRE
+66.1%
-79.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | +0.2% |
| 7D | -4.4% | -1.7% | -2.7% | -3.3% |
| 30D | -13.1% | -3.0% | -10.2% | -11.5% |
| 3M | -7.7% | +2.6% | -10.3% | -11.9% |
| 6M | -21.2% | +2.0% | -23.2% | -24.7% |
| YTD | -35.0% | -13.1% | -21.9% | -29.2% |
| 1Y | -56.4% | -13.8% | -42.5% | -52.5% |
| 3Y | +181.7% | +63.9% | +117.9% | +64.8% |
| All | -13.6% | +66.1% | -79.7% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 5y: compounded portfolio wealth divided by compounded CBRE 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…
5y analysis · Full analysis span regression · 6 months rolling