-12.4%
SOUN vs CNP
+43.2%
-55.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.6% |
| 7D | -4.1% | +1.6% | -5.7% | -4.2% |
| 30D | -18.1% | -0.8% | -17.3% | -18.0% |
| 3M | -12.3% | -3.6% | -8.7% | -12.2% |
| 6M | -18.6% | -6.9% | -11.6% | -18.2% |
| YTD | -34.1% | +6.4% | -40.5% | -35.5% |
| 1Y | -57.0% | +9.9% | -67.0% | -58.3% |
| 3Y | +185.7% | +53.1% | +132.6% | +160.8% |
| All | -12.4% | +43.2% | -55.6% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling