-49.3%
SOUN vs CHTR
-41.9%
-7.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -5.2% | -1.1% | -4.1% | -5.1% |
| 30D | +4.8% | -0.8% | +5.6% | +4.8% |
| 3M | -15.9% | +17.8% | -33.6% | -18.1% |
| 6M | -17.4% | -34.5% | +17.1% | -15.2% |
| YTD | -32.4% | -27.2% | -5.2% | -30.8% |
| 1Y | -49.3% | -41.4% | -7.9% | -37.8% |
| All | -49.3% | -41.9% | -7.3% | -37.8% |
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