-53.5%
SOUN vs CCI
-39.4%
-14.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.3% | -3.2% |
| 7D | -15.1% | +2.5% | -17.6% | -15.3% |
| 30D | -23.0% | +14.4% | -37.4% | -23.9% |
| 3M | -53.3% | +21.7% | -75.0% | -54.2% |
| 6M | -58.6% | +4.0% | -62.6% | -58.6% |
| YTD | -65.0% | +6.2% | -71.2% | -65.3% |
| 1Y | -71.4% | +5.4% | -76.8% | -71.6% |
| 3Y | +75.4% | +11.7% | +63.6% | +71.8% |
| All | -53.5% | -39.4% | -14.1% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 10y: compounded portfolio wealth divided by compounded CCI 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…
10y analysis · Full analysis span regression · 6 months rolling