-16.5%
SOUN vs CPAY
+62.0%
-78.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -7.1% | -2.0% | -5.2% | -6.0% |
| 30D | -15.4% | -0.4% | -15.0% | -15.3% |
| 3M | -10.6% | +16.4% | -26.9% | -19.3% |
| 6M | -19.6% | +23.5% | -43.2% | -31.0% |
| YTD | -37.2% | +35.7% | -72.9% | -50.2% |
| 1Y | -57.1% | +30.2% | -87.2% | -65.2% |
| 3Y | +178.2% | +49.7% | +128.5% | +106.0% |
| All | -16.5% | +62.0% | -78.5% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling