-16.3%
SOUN vs EOG
+56.3%
-72.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -6.8% | +1.0% | -7.9% | -7.1% |
| 30D | -15.2% | +2.8% | -18.1% | -16.1% |
| 3M | -7.0% | +5.9% | -12.9% | -9.7% |
| 6M | -20.5% | +17.1% | -37.6% | -27.3% |
| YTD | -37.0% | +43.9% | -80.9% | -47.9% |
| 1Y | -55.3% | +26.9% | -82.2% | -60.8% |
| 3Y | +173.0% | +23.6% | +149.5% | +134.4% |
| All | -16.3% | +56.3% | -72.5% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling