+122.0%
CSCO vs SOFI
+13.0%
+109.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +4.3% |
| 7D | +2.7% | -4.9% | +7.6% | +3.2% |
| 30D | -9.5% | -3.5% | -6.0% | -9.3% |
| 3M | -7.6% | +3.9% | -11.5% | -8.2% |
| 6M | +44.9% | -6.5% | +51.4% | +44.9% |
| YTD | +47.7% | -33.8% | +81.5% | +52.6% |
| 1Y | +69.1% | -33.3% | +102.4% | +73.4% |
| 3Y | +113.5% | +94.6% | +18.9% | +92.3% |
| All | +122.0% | +13.0% | +109.0% | +90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling