-71.4%
SOUN vs CG
-14.1%
-57.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.5% | +0.3% | +1.9% |
| 7D | -2.7% | +9.4% | -12.1% | -8.3% |
| 30D | -26.5% | +8.7% | -35.3% | -30.6% |
| 3M | -33.6% | -15.0% | -18.7% | -26.7% |
| 6M | -54.4% | -13.2% | -41.2% | -50.5% |
| YTD | -56.7% | -26.2% | -30.5% | -46.4% |
| 1Y | -71.4% | -14.1% | -57.3% | -69.9% |
| All | -71.4% | -14.1% | -57.4% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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