+116.2%
SOUN vs CPB
-36.1%
+152.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -4.5% |
| 7D | -6.1% | +2.9% | -8.9% | -5.9% |
| 30D | -28.2% | +17.6% | -45.8% | -27.6% |
| 3M | -48.1% | +2.0% | -50.2% | -48.0% |
| 6M | -56.4% | +11.6% | -68.1% | -56.1% |
| YTD | -61.2% | -13.8% | -47.4% | -61.6% |
| 1Y | -73.1% | -21.6% | -51.6% | -73.7% |
| 3Y | +116.2% | -35.8% | +152.0% | +101.5% |
| All | +116.2% | -36.1% | +152.3% | +101.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling