-70.9%
SOUN vs CI
+18.5%
-89.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | -9.5% | -1.3% | -8.2% | -9.6% |
| 30D | -21.3% | +6.4% | -27.7% | -20.5% |
| 3M | -47.2% | +10.7% | -57.9% | -46.2% |
| 6M | -53.7% | +5.5% | -59.2% | -53.2% |
| YTD | -60.8% | +11.4% | -72.2% | -59.5% |
| 1Y | -70.9% | +15.0% | -85.9% | -69.4% |
| All | -70.9% | +18.5% | -89.4% | -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