-10.1%
SOUN vs CBRE
+75.8%
-86.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -5.2% | -2.0% | -3.2% | -3.8% |
| 30D | +4.8% | -2.2% | +7.0% | +6.2% |
| 3M | -15.9% | +12.9% | -28.8% | -26.3% |
| 6M | -17.4% | +4.3% | -21.7% | -22.4% |
| YTD | -32.4% | -8.0% | -24.3% | -29.8% |
| 1Y | -49.3% | -8.6% | -40.7% | -47.5% |
| 3Y | +167.5% | +71.9% | +95.6% | +49.8% |
| All | -10.1% | +75.8% | -86.0% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling