+41.6%
XLE vs SOUN
-74.1%
+115.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.9% | +0.2% |
| 7D | -6.7% | -6.1% | -0.6% | -7.0% |
| 30D | -4.4% | -28.2% | +23.8% | -5.9% |
| 3M | +4.0% | -48.1% | +52.1% | +1.0% |
| 6M | +13.2% | -56.4% | +69.6% | +9.8% |
| YTD | +41.9% | -61.2% | +103.1% | +39.9% |
| 1Y | +41.6% | -73.1% | +114.8% | +42.0% |
| All | +41.6% | -74.1% | +115.8% | +42.0% |
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