-47.9%
SOUN vs CBRE
+60.1%
-107.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | -9.5% | -4.6% | -4.9% | -5.9% |
| 30D | -21.3% | +3.0% | -24.3% | -23.7% |
| 3M | -47.2% | -8.7% | -38.5% | -43.7% |
| 6M | -53.7% | -7.9% | -45.8% | -52.2% |
| YTD | -60.8% | -16.3% | -44.5% | -56.2% |
| 1Y | -70.9% | -13.1% | -57.8% | -68.7% |
| 3Y | +118.4% | +83.1% | +35.3% | +21.8% |
| All | -47.9% | +60.1% | -107.9% | -67.5% |
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