+185.7%
SOUN vs CI
+3.7%
+182.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -2.3% |
| 7D | -4.1% | -2.6% | -1.5% | -3.9% |
| 30D | -18.1% | -2.4% | -15.7% | -17.9% |
| 3M | -12.3% | -4.8% | -7.5% | -12.0% |
| 6M | -18.6% | +2.1% | -20.7% | -19.3% |
| YTD | -34.1% | +1.4% | -35.5% | -34.6% |
| 1Y | -57.0% | -6.8% | -50.3% | -56.7% |
| 3Y | +185.7% | +3.3% | +182.4% | +185.7% |
| All | +185.7% | +3.7% | +182.0% | +185.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling