-16.5%
SOUN vs CCI
-50.3%
+33.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.6% |
| 7D | -7.1% | -0.3% | -6.8% | -7.1% |
| 30D | -15.4% | +2.2% | -17.6% | -15.6% |
| 3M | -10.6% | -16.9% | +6.3% | -8.6% |
| 6M | -19.6% | -11.5% | -8.1% | -18.7% |
| YTD | -37.2% | -12.8% | -24.4% | -36.5% |
| 1Y | -57.1% | -17.1% | -40.0% | -56.4% |
| 3Y | +178.2% | -9.6% | +187.9% | +176.8% |
| All | -16.5% | -50.3% | +33.7% | -3.2% |
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