-49.3%
SOUN vs CFG
+40.4%
-89.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -5.2% | +1.5% | -6.7% | -6.0% |
| 30D | +4.8% | -3.8% | +8.7% | +6.8% |
| 3M | -15.9% | +11.5% | -27.3% | -22.3% |
| 6M | -17.4% | +19.2% | -36.6% | -28.6% |
| YTD | -32.4% | +23.7% | -56.1% | -42.7% |
| 1Y | -49.3% | +38.8% | -88.1% | -60.9% |
| All | -49.3% | +40.4% | -89.7% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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