-71.4%
SOUN vs CP
+35.2%
-106.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.5% | +1.4% | +3.9% |
| 7D | -2.7% | +5.6% | -8.3% | -4.2% |
| 30D | -26.5% | +10.0% | -36.6% | -28.5% |
| 3M | -33.6% | +4.4% | -38.0% | -34.2% |
| 6M | -54.4% | +14.1% | -68.4% | -57.0% |
| YTD | -56.7% | +29.1% | -85.7% | -61.8% |
| 1Y | -71.4% | +34.6% | -106.0% | -76.2% |
| All | -71.4% | +35.2% | -106.7% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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