+178.2%
SOUN vs CPAY
+49.1%
+129.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -7.1% | -2.0% | -5.2% | -5.9% |
| 30D | -15.4% | -0.4% | -15.0% | -15.3% |
| 3M | -10.6% | +16.4% | -26.9% | -20.6% |
| 6M | -19.6% | +23.5% | -43.2% | -32.7% |
| YTD | -37.2% | +35.7% | -72.9% | -52.5% |
| 1Y | -57.1% | +30.2% | -87.2% | -66.6% |
| 3Y | +178.2% | +49.7% | +128.5% | +58.3% |
| All | +178.2% | +49.1% | +129.1% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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