-49.3%
SOUN vs CSGP
-64.9%
+15.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.5% |
| 7D | -5.2% | -4.1% | -1.1% | -4.4% |
| 30D | +4.8% | +2.3% | +2.5% | +4.1% |
| 3M | -15.9% | -8.2% | -7.7% | -14.1% |
| 6M | -17.4% | -35.1% | +17.7% | -7.0% |
| YTD | -32.4% | -54.0% | +21.6% | -19.1% |
| 1Y | -49.3% | -65.3% | +16.0% | -36.3% |
| All | -49.3% | -64.9% | +15.7% | -36.3% |
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