-49.3%
SOUN vs CI
-4.0%
-45.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -0.1% |
| 7D | -5.2% | +1.3% | -6.5% | -5.1% |
| 30D | +4.8% | +4.4% | +0.4% | +5.2% |
| 3M | -15.9% | +0.7% | -16.5% | -15.9% |
| 6M | -17.4% | +0.3% | -17.7% | -17.9% |
| YTD | -32.4% | +3.8% | -36.2% | -32.5% |
| 1Y | -49.3% | -5.5% | -43.8% | -45.7% |
| All | -49.3% | -4.0% | -45.3% | -45.7% |
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