+188.0%
SOUN vs CNP
+52.2%
+135.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | -4.4% | +0.7% | -5.1% | -4.6% |
| 30D | -13.1% | -0.1% | -13.1% | -13.2% |
| 3M | -7.7% | -5.6% | -2.1% | -6.4% |
| 6M | -21.2% | -7.5% | -13.7% | -19.8% |
| YTD | -35.0% | +5.5% | -40.5% | -38.9% |
| 1Y | -56.4% | +8.3% | -64.7% | -59.8% |
| All | +188.0% | +52.2% | +135.8% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 3y: compounded portfolio wealth divided by compounded CNP 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…
3y analysis · Full analysis span regression · 6 months rolling