-12.4%
SOUN vs XEL
+16.9%
-29.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.1% | -2.1% |
| 7D | -4.1% | +1.3% | -5.4% | -3.7% |
| 30D | -18.1% | -1.5% | -16.6% | -18.4% |
| 3M | -12.3% | -0.2% | -12.1% | -12.2% |
| 6M | -18.6% | -5.4% | -13.1% | -19.4% |
| YTD | -34.1% | +5.6% | -39.8% | -32.8% |
| 1Y | -57.0% | +10.5% | -67.5% | -55.6% |
| 3Y | +185.7% | +49.2% | +136.5% | +221.9% |
| All | -12.4% | +16.9% | -29.3% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling