-71.4%
SOUN vs CFG
+34.2%
-105.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.5% | +3.6% |
| 7D | -2.7% | +1.8% | -4.5% | -3.6% |
| 30D | -26.5% | +3.3% | -29.8% | -27.8% |
| 3M | -33.6% | -9.8% | -23.8% | -30.1% |
| 6M | -54.4% | +5.2% | -59.6% | -57.0% |
| YTD | -56.7% | +16.1% | -72.8% | -63.7% |
| 1Y | -71.4% | +33.7% | -105.1% | -80.7% |
| All | -71.4% | +34.2% | -105.7% | -80.7% |
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