-52.0%
SOUN vs CPB
-43.9%
-8.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.1% | -6.9% | -7.9% |
| 7D | -15.5% | -5.8% | -9.7% | -15.4% |
| 30D | -26.2% | +16.5% | -42.7% | -26.3% |
| 3M | -51.4% | -1.1% | -50.3% | -51.3% |
| 6M | -55.3% | +11.5% | -66.8% | -55.4% |
| YTD | -63.9% | -15.7% | -48.1% | -63.9% |
| 1Y | -72.8% | -24.7% | -48.1% | -72.8% |
| 3Y | +101.1% | -37.3% | +138.4% | +94.3% |
| All | -52.0% | -43.9% | -8.1% | -54.5% |
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