-53.9%
SOUN vs CHRW
+21.9%
-75.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -4.4% | +4.1% | -8.5% | -4.5% |
| 30D | -13.1% | +1.9% | -15.0% | -13.2% |
| 3M | -7.7% | -21.2% | +13.5% | -6.7% |
| 6M | -21.2% | -16.7% | -4.5% | -21.2% |
| YTD | -35.0% | -5.4% | -29.6% | -34.5% |
| All | -53.9% | +21.9% | -75.7% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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