-47.9%
SOUN vs CI
+29.5%
-77.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -9.5% | -1.3% | -8.2% | -9.3% |
| 30D | -21.3% | +6.4% | -27.7% | -22.0% |
| 3M | -47.2% | +10.7% | -57.9% | -48.0% |
| 6M | -53.7% | +5.5% | -59.2% | -54.2% |
| YTD | -60.8% | +11.4% | -72.2% | -61.7% |
| 1Y | -70.9% | +15.0% | -85.9% | -71.8% |
| 3Y | +118.4% | +9.0% | +109.5% | +111.3% |
| All | -47.9% | +29.5% | -77.4% | -50.4% |
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 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