+188.0%
SOUN vs CP
+19.7%
+168.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | 0.0% |
| 7D | -4.4% | +0.6% | -5.0% | -5.1% |
| 30D | -13.1% | -0.5% | -12.7% | -12.7% |
| 3M | -7.7% | +0.1% | -7.8% | -9.2% |
| 6M | -21.2% | +7.8% | -29.0% | -30.9% |
| YTD | -35.0% | +22.9% | -57.9% | -53.4% |
| 1Y | -56.4% | +21.3% | -77.7% | -68.2% |
| All | +188.0% | +19.7% | +168.3% | +128.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling