+174.4%
ORCL vs SOFI
+37.6%
+136.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.2% | 0.0% |
| 7D | +10.9% | -2.9% | +13.8% | +11.4% |
| 30D | +7.0% | -4.4% | +11.4% | +7.7% |
| 3M | -21.2% | +5.2% | -26.4% | -21.8% |
| 6M | +7.4% | -7.8% | +15.2% | +8.4% |
| YTD | -16.3% | -33.8% | +17.5% | -12.2% |
| 1Y | -32.3% | -33.3% | +1.0% | -29.4% |
| 3Y | +32.6% | +102.7% | -70.1% | +22.4% |
| 5Y | +93.1% | +10.5% | +82.6% | +73.5% |
| All | +174.4% | +37.6% | +136.8% | +146.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling