-57.1%
SOUN vs CLX
-25.9%
-31.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.6% |
| 7D | -7.1% | -5.7% | -1.4% | -8.3% |
| 30D | -15.4% | -17.0% | +1.6% | -19.1% |
| 3M | -10.6% | -9.7% | -0.9% | -12.5% |
| 6M | -19.6% | -19.8% | +0.2% | -20.9% |
| YTD | -37.2% | -9.8% | -27.4% | -35.0% |
| 1Y | -57.1% | -26.2% | -30.9% | -61.3% |
| All | -57.1% | -25.9% | -31.2% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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