-16.3%
SOUN vs CLX
-29.8%
+13.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.8% |
| 7D | -6.8% | -5.9% | -1.0% | -4.8% |
| 30D | -15.2% | -17.0% | +1.8% | -9.6% |
| 3M | -7.0% | -9.6% | +2.6% | -4.2% |
| 6M | -20.5% | -21.5% | +1.0% | -12.9% |
| YTD | -37.0% | -8.8% | -28.2% | -36.7% |
| 1Y | -55.3% | -24.7% | -30.6% | -50.4% |
| 3Y | +173.0% | -35.6% | +208.7% | +221.0% |
| All | -16.3% | -29.8% | +13.5% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling