-16.3%
SOUN vs CPAY
+62.1%
-78.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | -6.8% | -2.7% | -4.2% | -5.3% |
| 30D | -15.2% | +0.6% | -15.8% | -15.6% |
| 3M | -7.0% | +17.0% | -24.0% | -16.4% |
| 6M | -20.5% | +24.1% | -44.6% | -31.9% |
| YTD | -37.0% | +35.7% | -72.7% | -50.1% |
| 1Y | -55.3% | +34.0% | -89.3% | -64.6% |
| 3Y | +173.0% | +50.3% | +122.8% | +101.9% |
| All | -16.3% | +62.1% | -78.4% | -23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling