-56.6%
CRWV vs SOFI
-46.2%
-10.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.2% | +5.5% |
| 7D | -15.4% | -3.3% | -12.2% | -13.4% |
| 30D | -47.5% | +3.5% | -51.1% | -48.5% |
| 3M | -45.6% | -10.4% | -35.2% | -41.6% |
| 6M | -66.4% | -0.6% | -65.8% | -66.0% |
| YTD | -35.2% | -38.1% | +2.9% | -21.9% |
| 1Y | -56.6% | -40.3% | -16.3% | -47.3% |
| All | -56.6% | -46.2% | -10.4% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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