-57.1%
SOUN vs CRL
+80.5%
-137.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.1% |
| 7D | -7.1% | -3.5% | -3.6% | -5.8% |
| 30D | -15.4% | -2.1% | -13.3% | -14.8% |
| 3M | -10.6% | +48.0% | -58.5% | -25.5% |
| 6M | -19.6% | +64.7% | -84.4% | -37.3% |
| YTD | -37.2% | +39.5% | -76.7% | -47.1% |
| 1Y | -57.1% | +74.2% | -131.3% | -66.5% |
| All | -57.1% | +80.5% | -137.6% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1y: compounded portfolio wealth divided by compounded CRL 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…
1y analysis · Full analysis span regression · 6 months rolling