-71.4%
SOUN vs CDW
+13.2%
-84.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +12.7% | -7.8% | +1.9% |
| 7D | -2.7% | +3.7% | -6.4% | -3.7% |
| 30D | -26.5% | +26.0% | -52.5% | -30.3% |
| 3M | -33.6% | +10.1% | -43.7% | -35.5% |
| 6M | -54.4% | +26.1% | -80.4% | -58.3% |
| YTD | -56.7% | +25.9% | -82.5% | -59.6% |
| 1Y | -71.4% | +21.5% | -93.0% | -72.7% |
| All | -71.4% | +13.2% | -84.6% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling