-49.3%
SOUN vs CTVA
+22.4%
-71.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | -5.2% | +4.9% | -10.1% | -5.5% |
| 30D | +4.8% | +11.9% | -7.1% | +4.0% |
| 3M | -15.9% | +13.7% | -29.5% | -18.4% |
| 6M | -17.4% | +13.1% | -30.5% | -21.2% |
| YTD | -32.4% | +32.0% | -64.4% | -40.2% |
| 1Y | -49.3% | +22.1% | -71.4% | -53.2% |
| All | -49.3% | +22.4% | -71.7% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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