+92.5%
XLE vs SOUN
-22.7%
+115.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.2% | -5.2% | +7.4% | +2.3% |
| 30D | +11.8% | +4.8% | +7.0% | +11.6% |
| 3M | +9.8% | -15.9% | +25.7% | +10.1% |
| 6M | +15.6% | -17.4% | +33.0% | +15.7% |
| YTD | +45.3% | -32.4% | +77.7% | +45.9% |
| 1Y | +48.3% | -49.3% | +97.6% | +49.7% |
| 3Y | +55.4% | +167.5% | -112.0% | +47.8% |
| All | +92.5% | -22.7% | +115.2% | +84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling