+185.7%
SOUN vs COO
-23.3%
+209.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -1.1% |
| 7D | -4.1% | -2.3% | -1.8% | -2.9% |
| 30D | -18.1% | -8.8% | -9.3% | -14.1% |
| 3M | -12.3% | +1.3% | -13.6% | -14.6% |
| 6M | -18.6% | -11.6% | -7.0% | -13.5% |
| YTD | -34.1% | -17.4% | -16.7% | -26.6% |
| 1Y | -57.0% | -1.6% | -55.4% | -57.4% |
| 3Y | +185.7% | -22.6% | +208.3% | +180.2% |
| All | +185.7% | -23.3% | +209.0% | +180.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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