-16.3%
SOUN vs COR
+112.3%
-128.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.2% |
| 7D | -6.8% | -4.8% | -2.0% | -7.7% |
| 30D | -15.2% | -3.7% | -11.6% | -15.8% |
| 3M | -7.0% | +14.3% | -21.3% | -4.4% |
| 6M | -20.5% | -8.5% | -12.0% | -20.3% |
| YTD | -37.0% | -4.4% | -32.6% | -36.0% |
| 1Y | -55.3% | +9.1% | -64.4% | -53.7% |
| 3Y | +173.0% | +85.2% | +87.8% | +184.5% |
| All | -16.3% | +112.3% | -128.5% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling