-16.5%
SOUN vs CLBK
+24.2%
-40.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -7.1% | -1.5% | -5.7% | -6.1% |
| 30D | -15.4% | -1.0% | -14.4% | -14.8% |
| 3M | -10.6% | +22.9% | -33.5% | -24.0% |
| 6M | -19.6% | +44.2% | -63.8% | -39.7% |
| YTD | -37.2% | +64.0% | -101.2% | -57.7% |
| 1Y | -57.1% | +65.7% | -122.7% | -71.6% |
| 3Y | +178.2% | +54.1% | +124.2% | +95.8% |
| All | -16.5% | +24.2% | -40.7% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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