-16.3%
SOUN vs CPB
-47.4%
+31.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.2% | -3.0% |
| 7D | -6.8% | -5.4% | -1.4% | -6.7% |
| 30D | -15.2% | -7.8% | -7.4% | -15.1% |
| 3M | -7.0% | -6.9% | 0.0% | -6.8% |
| 6M | -20.5% | -12.2% | -8.3% | -20.4% |
| YTD | -37.0% | -21.1% | -15.9% | -36.9% |
| 1Y | -55.3% | -33.5% | -21.8% | -55.1% |
| 3Y | +173.0% | -43.2% | +216.2% | +165.7% |
| All | -16.3% | -47.4% | +31.2% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling