-71.4%
SOUN vs CSGP
-53.2%
-18.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.0% | +0.8% | +4.1% |
| 7D | -2.7% | +18.3% | -21.0% | -5.7% |
| 30D | -26.5% | +17.8% | -44.3% | -29.6% |
| 3M | -33.6% | +9.3% | -42.9% | -35.5% |
| 6M | -54.4% | -7.9% | -46.5% | -53.0% |
| YTD | -56.7% | -51.5% | -5.1% | -44.9% |
| 1Y | -71.4% | -53.3% | -18.1% | -62.2% |
| All | -71.4% | -53.2% | -18.2% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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