-49.3%
SOUN vs XEL
+7.2%
-56.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | -0.3% |
| 7D | -5.2% | -1.0% | -4.2% | -5.5% |
| 30D | +4.8% | -1.9% | +6.7% | +4.2% |
| 3M | -15.9% | -1.9% | -14.0% | -16.3% |
| 6M | -17.4% | -7.4% | -10.0% | -19.0% |
| YTD | -32.4% | +4.1% | -36.5% | -31.7% |
| 1Y | -49.3% | +8.0% | -57.3% | -44.4% |
| All | -49.3% | +7.2% | -56.5% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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