-13.6%
SOUN vs CI
+19.5%
-33.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.5% |
| 7D | -4.4% | -1.1% | -3.3% | -4.3% |
| 30D | -13.1% | +0.5% | -13.6% | -13.2% |
| 3M | -7.7% | -5.2% | -2.5% | -7.2% |
| 6M | -21.2% | +4.3% | -25.5% | -22.3% |
| YTD | -35.0% | +2.8% | -37.8% | -35.7% |
| 1Y | -56.4% | -5.8% | -50.6% | -56.2% |
| 3Y | +181.7% | +4.7% | +177.0% | +172.5% |
| All | -13.6% | +19.5% | -33.1% | -17.0% |
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