-71.4%
SOUN vs XEL
+1.7%
-73.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.6% | +5.6% |
| 7D | -2.7% | +4.3% | -7.0% | -1.3% |
| 30D | -26.5% | +12.6% | -39.1% | -23.5% |
| 3M | -33.6% | +4.4% | -38.0% | -32.5% |
| 6M | -54.4% | +0.7% | -55.1% | -53.8% |
| YTD | -56.7% | +11.5% | -68.2% | -55.8% |
| 1Y | -71.4% | +1.7% | -73.2% | -70.4% |
| All | -71.4% | +1.7% | -73.2% | -70.4% |
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