-71.4%
SOUN vs CI
+21.2%
-92.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.4% | +1.5% | +5.4% |
| 7D | -2.7% | +3.5% | -6.2% | -2.2% |
| 30D | -26.5% | +12.6% | -39.1% | -24.8% |
| 3M | -33.6% | +12.1% | -45.7% | -32.0% |
| 6M | -54.4% | +10.6% | -65.0% | -53.3% |
| YTD | -56.7% | +12.8% | -69.5% | -55.1% |
| 1Y | -71.4% | +18.0% | -89.5% | -69.4% |
| All | -71.4% | +21.2% | -92.6% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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