-28.0%
ORCL vs SOFI
-25.1%
-2.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.6% | +3.7% |
| 7D | +5.3% | +0.9% | +4.4% | +4.9% |
| 30D | +10.0% | -0.2% | +10.1% | +9.9% |
| 3M | -32.6% | +6.2% | -38.8% | -34.5% |
| 6M | +4.9% | -2.6% | +7.5% | +3.5% |
| YTD | -17.8% | -30.4% | +12.7% | -14.7% |
| 1Y | -28.0% | -28.2% | +0.2% | -20.6% |
| All | -28.0% | -25.1% | -2.9% | -20.6% |
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