-13.6%
SOUN vs CNC
-21.3%
+7.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | -4.4% | -4.9% | +0.4% | -4.2% |
| 30D | -13.1% | -3.8% | -9.4% | -13.0% |
| 3M | -7.7% | -3.2% | -4.4% | -7.6% |
| 6M | -21.2% | +47.9% | -69.0% | -22.6% |
| YTD | -35.0% | +55.7% | -90.7% | -36.4% |
| 1Y | -56.4% | +106.2% | -162.6% | -58.1% |
| 3Y | +181.7% | -2.1% | +183.8% | +181.5% |
| All | -13.6% | -21.3% | +7.7% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 all: compounded portfolio wealth divided by compounded CNC 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…
all analysis · Full analysis span regression · 6 months rolling