Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SOUN vs COMP✓SelectedUSD · COMPSOUN vs COMP performance historyLatest closeAs of-3.52%11/06
Stock and ETF performance explorer

SOUN vs COMP

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-71.1%
COMP return
+16.2%
Excess return
-87.3%
Maximum drawdown
-71.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCOMPExcessAlpha
1D-3.5%+10.7%-14.3%-6.6%
7D-2.6%+13.4%-16.1%-6.6%
30D-27.0%+11.1%-38.1%-29.6%
3M-41.9%-18.8%-23.1%-39.0%
6M-56.1%+10.5%-66.6%-58.3%
YTD-58.8%-3.4%-55.4%-58.4%
1Y-71.1%+19.7%-90.8%-70.5%
All-71.1%+16.2%-87.3%-70.5%

Cumulative growth

Daily Returns

Daily percentage return beside COMP.

Daily Out/Under-Performance

Portfolio return minus COMP return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × COMP 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 COMP 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