+84.7%
XLC vs SOUN
-58.7%
+143.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.9% | +7.0% | -0.7% |
| 7D | +3.1% | -15.5% | +18.6% | +3.7% |
| 30D | -4.2% | -26.2% | +22.0% | -3.2% |
| 3M | -2.1% | -51.4% | +49.2% | +0.4% |
| 6M | -6.6% | -55.3% | +48.7% | -4.1% |
| YTD | -7.8% | -63.9% | +56.1% | -5.0% |
| 1Y | -4.1% | -72.8% | +68.7% | -0.3% |
| 3Y | +62.6% | +101.1% | -38.5% | +53.5% |
| All | +84.7% | -58.7% | +143.4% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling