-57.1%
SOUN vs CNQ
+66.7%
-123.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.4% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | -15.4% | +6.2% | -21.6% | -14.8% |
| 3M | -10.6% | +12.4% | -22.9% | -8.9% |
| 6M | -19.6% | +9.0% | -28.7% | -18.8% |
| YTD | -37.2% | +52.2% | -89.4% | -44.7% |
| 1Y | -57.1% | +65.0% | -122.1% | -62.9% |
| All | -57.1% | +66.7% | -123.8% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 1y: compounded portfolio wealth divided by compounded CNQ 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…
1y analysis · Full analysis span regression · 6 months rolling