+52.3%
XOM vs SOUN
-55.4%
+107.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.4% |
| 7D | +4.1% | -7.1% | +11.2% | +3.7% |
| 30D | +4.6% | -15.4% | +20.0% | +3.8% |
| 3M | +14.0% | -10.6% | +24.5% | +13.6% |
| 6M | +11.0% | -19.6% | +30.6% | +10.8% |
| YTD | +40.7% | -37.2% | +77.9% | +40.5% |
| 1Y | +52.3% | -57.1% | +109.4% | +53.7% |
| All | +52.3% | -55.4% | +107.7% | +53.7% |
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