-71.9%
SOUN vs CVE
+59.0%
-130.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.4% |
| 7D | -1.0% | -10.1% | +9.1% | -2.2% |
| 30D | -24.9% | -12.1% | -12.8% | -25.9% |
| 3M | -49.5% | -1.9% | -47.6% | -49.7% |
| 6M | -54.4% | -1.8% | -52.5% | -54.3% |
| YTD | -59.4% | +65.8% | -125.2% | -64.7% |
| All | -71.9% | +59.0% | -130.9% | -74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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