+134.1%
SOUN vs CI
+6.0%
+128.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.1% | -1.5% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -24.9% | +4.7% | -29.5% | -25.1% |
| 3M | -49.5% | +5.2% | -54.7% | -49.6% |
| 6M | -54.4% | +3.8% | -58.2% | -54.6% |
| YTD | -59.4% | +9.2% | -68.6% | -59.8% |
| 1Y | -71.4% | +14.3% | -85.6% | -71.8% |
| 3Y | +134.1% | +8.4% | +125.7% | +145.3% |
| All | +134.1% | +6.0% | +128.1% | +145.3% |
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