-71.4%
SOUN vs COR
+5.5%
-76.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.0% | +0.9% | +5.6% |
| 7D | -2.7% | +9.1% | -11.8% | -1.0% |
| 30D | -26.5% | +12.4% | -38.9% | -24.7% |
| 3M | -33.6% | +15.8% | -49.4% | -31.4% |
| 6M | -54.4% | +17.1% | -71.5% | -52.0% |
| YTD | -56.7% | +5.4% | -62.1% | -52.8% |
| 1Y | -71.4% | +3.5% | -75.0% | -69.3% |
| All | -71.4% | +5.5% | -76.9% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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