-53.5%
SOUN vs CI
+27.6%
-81.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -15.1% | +1.2% | -16.2% | -15.2% |
| 30D | -23.0% | +2.6% | -25.5% | -23.2% |
| 3M | -53.3% | +7.4% | -60.8% | -53.8% |
| 6M | -58.6% | -0.1% | -58.4% | -58.6% |
| YTD | -65.0% | +9.7% | -74.7% | -65.7% |
| 1Y | -71.4% | +12.1% | -83.6% | -72.2% |
| 3Y | +75.4% | +7.0% | +68.4% | +70.2% |
| All | -53.5% | +27.6% | -81.1% | -55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling