-73.1%
SOUN vs CFG
+28.5%
-101.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.2% |
| 7D | -6.1% | +0.7% | -6.8% | -6.4% |
| 30D | -28.2% | +2.8% | -31.0% | -29.2% |
| 3M | -48.1% | -10.1% | -38.0% | -45.4% |
| 6M | -56.4% | +3.2% | -59.6% | -58.3% |
| YTD | -61.2% | +14.2% | -75.4% | -66.6% |
| 1Y | -73.1% | +27.4% | -100.6% | -79.8% |
| All | -73.1% | +28.5% | -101.6% | -79.8% |
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