-16.5%
SOUN vs EOG
+56.1%
-72.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -7.1% | +1.5% | -8.6% | -7.6% |
| 30D | -15.4% | +2.9% | -18.4% | -16.3% |
| 3M | -10.6% | +8.7% | -19.3% | -14.1% |
| 6M | -19.6% | +12.9% | -32.5% | -25.2% |
| YTD | -37.2% | +43.8% | -81.0% | -48.0% |
| 1Y | -57.1% | +27.1% | -84.1% | -62.4% |
| 3Y | +178.2% | +25.9% | +152.3% | +137.3% |
| All | -16.5% | +56.1% | -72.7% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling