-49.5%
ORCL vs SOFI
-40.7%
-8.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.6% | -5.6% | -3.8% |
| 7D | -14.4% | +1.4% | -15.8% | -15.0% |
| 30D | -12.8% | +9.2% | -22.0% | -16.6% |
| 3M | -14.8% | -7.1% | -7.7% | -12.2% |
| 6M | -30.9% | +7.3% | -38.2% | -33.5% |
| YTD | -35.7% | -33.6% | -2.1% | -31.1% |
| 1Y | -49.5% | -40.8% | -8.7% | -45.2% |
| All | -49.5% | -40.7% | -8.8% | -45.2% |
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