-10.1%
SOUN vs COO
-26.6%
+16.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.7% |
| 7D | -5.2% | -2.2% | -3.0% | -4.2% |
| 30D | +4.8% | -7.0% | +11.8% | +8.1% |
| 3M | -15.9% | +12.2% | -28.1% | -22.3% |
| 6M | -17.4% | -15.1% | -2.3% | -11.2% |
| YTD | -32.4% | -15.1% | -17.3% | -27.1% |
| 1Y | -49.3% | +2.3% | -51.6% | -50.5% |
| 3Y | +167.5% | -23.7% | +191.1% | +189.8% |
| All | -10.1% | -26.6% | +16.5% | +27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling