-71.4%
SOUN vs CHTR
-46.1%
-25.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.7% | -0.8% | +4.2% |
| 7D | -2.7% | +14.1% | -16.8% | -4.1% |
| 30D | -26.5% | +11.6% | -38.1% | -27.4% |
| 3M | -33.6% | -21.4% | -12.2% | -32.7% |
| 6M | -54.4% | -27.3% | -27.1% | -53.0% |
| YTD | -56.7% | -42.4% | -14.3% | -54.8% |
| 1Y | -71.4% | -45.6% | -25.9% | -69.3% |
| All | -71.4% | -46.1% | -25.4% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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