+87.2%
XLE vs SOUN
-53.6%
+140.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.5% |
| 7D | -7.9% | -1.0% | -6.9% | -7.9% |
| 30D | -4.8% | -24.9% | +20.0% | -4.3% |
| 3M | +8.4% | -49.5% | +57.9% | +9.7% |
| 6M | +12.7% | -54.4% | +67.1% | +14.2% |
| YTD | +41.3% | -59.4% | +100.7% | +43.2% |
| 1Y | +42.3% | -71.4% | +113.7% | +45.4% |
| 3Y | +65.1% | +134.1% | -69.0% | +57.7% |
| All | +87.2% | -53.6% | +140.8% | +80.9% |
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