+45.9%
CSCO vs SOFI
-40.7%
+86.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +0.2% |
| 7D | -6.1% | +1.4% | -7.5% | -6.2% |
| 30D | -8.2% | +9.2% | -17.3% | -9.1% |
| 3M | -14.6% | -7.1% | -7.5% | -13.9% |
| 6M | +12.7% | +7.3% | +5.4% | +11.2% |
| YTD | +37.0% | -33.6% | +70.6% | +39.0% |
| 1Y | +45.9% | -40.8% | +86.7% | +48.5% |
| All | +45.9% | -40.7% | +86.6% | +48.5% |
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