-5.8%
XLC vs SOUN
-73.4%
+67.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.4% | +3.1% |
| 7D | +1.8% | -2.7% | +4.5% | +1.9% |
| 30D | -6.0% | -26.5% | +20.6% | -4.1% |
| 3M | -6.0% | -33.6% | +27.6% | -3.8% |
| 6M | -9.1% | -54.4% | +45.3% | -4.7% |
| YTD | -10.0% | -56.7% | +46.6% | -6.9% |
| 1Y | -5.8% | -71.4% | +65.6% | +1.0% |
| All | -5.8% | -73.4% | +67.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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