-16.3%
SOUN vs CNI
+9.7%
-25.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | -6.8% | -1.1% | -5.7% | -6.0% |
| 30D | -15.2% | -3.5% | -11.7% | -12.6% |
| 3M | -7.0% | +2.2% | -9.2% | -9.6% |
| 6M | -20.5% | +15.1% | -35.6% | -31.3% |
| YTD | -37.0% | +24.7% | -61.7% | -49.8% |
| 1Y | -55.3% | +33.4% | -88.7% | -66.9% |
| 3Y | +173.0% | +19.5% | +153.5% | +140.0% |
| All | -16.3% | +9.7% | -25.9% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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