-47.9%
SOUN vs CPB
-43.3%
-4.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.1% |
| 7D | -9.5% | -4.1% | -5.4% | -9.4% |
| 30D | -21.3% | +16.9% | -38.3% | -21.4% |
| 3M | -47.2% | -0.6% | -46.7% | -47.2% |
| 6M | -53.7% | +11.4% | -65.1% | -53.8% |
| YTD | -60.8% | -14.8% | -46.0% | -60.8% |
| 1Y | -70.9% | -24.8% | -46.1% | -70.9% |
| 3Y | +118.4% | -36.6% | +155.0% | +111.0% |
| All | -47.9% | -43.3% | -4.6% | -50.6% |
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