-48.4%
SOUN vs CNP
+47.2%
-95.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.5% | -4.5% |
| 7D | -6.1% | -3.0% | -3.0% | -5.9% |
| 30D | -28.2% | +6.8% | -35.0% | -28.5% |
| 3M | -48.1% | +3.6% | -51.8% | -48.3% |
| 6M | -56.4% | 0.0% | -56.4% | -56.5% |
| YTD | -61.2% | +9.4% | -70.6% | -62.1% |
| 1Y | -73.1% | +6.8% | -80.0% | -73.6% |
| 3Y | +116.2% | +64.2% | +52.0% | +98.8% |
| All | -48.4% | +47.2% | -95.6% | -43.5% |
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