+96.5%
SOUN vs CRL
+100.7%
-4.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | -9.5% | +5.0% | -14.5% | -11.8% |
| 30D | -21.3% | +13.5% | -34.9% | -26.8% |
| 3M | -47.2% | +21.5% | -68.8% | -52.7% |
| 6M | -53.7% | +103.4% | -157.2% | -68.7% |
| YTD | -60.8% | +71.8% | -132.6% | -71.2% |
| 1Y | -70.9% | +97.5% | -168.4% | -80.1% |
| All | +96.5% | +100.7% | -4.2% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling