+49.9%
XLE vs SOUN
-73.4%
+123.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.9% | -9.6% | -4.5% |
| 7D | -7.2% | -2.7% | -4.5% | -7.3% |
| 30D | +0.1% | -26.5% | +26.6% | -1.2% |
| 3M | +9.2% | -33.6% | +42.8% | +7.2% |
| 6M | +8.4% | -54.4% | +62.7% | +5.7% |
| YTD | +44.9% | -56.7% | +101.6% | +43.4% |
| 1Y | +49.9% | -71.4% | +121.3% | +50.2% |
| All | +49.9% | -73.4% | +123.3% | +50.2% |
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 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