+54.9%
XLE vs SOUN
+177.2%
-122.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.2% |
| 7D | 0.0% | -4.1% | +4.1% | +0.1% |
| 30D | +12.6% | -18.1% | +30.7% | +13.2% |
| 3M | +11.8% | -12.3% | +24.1% | +12.1% |
| 6M | +16.1% | -18.6% | +34.7% | +16.2% |
| YTD | +46.9% | -34.1% | +81.0% | +48.0% |
| 1Y | +53.3% | -57.0% | +110.3% | +56.4% |
| 3Y | +54.9% | +185.7% | -130.7% | +37.8% |
| All | +54.9% | +177.2% | -122.3% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling