-52.9%
ORCL vs SOFI
-34.5%
-18.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.1% |
| 7D | -0.7% | -7.0% | +6.3% | +2.4% |
| 30D | +5.1% | -4.3% | +9.4% | +6.9% |
| 3M | -23.7% | +8.4% | -32.2% | -26.7% |
| 6M | +3.1% | -5.9% | +9.0% | +3.5% |
| YTD | -20.8% | -34.3% | +13.5% | -14.9% |
| 1Y | -52.9% | -32.6% | -20.3% | -49.4% |
| All | -52.9% | -34.5% | -18.4% | -49.4% |
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 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