-42.7%
ORCL vs SOFI
-47.8%
+5.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.6% | +9.4% | +9.1% |
| 7D | +3.8% | -6.4% | +10.1% | +7.6% |
| 30D | -6.6% | +6.8% | -13.4% | -9.7% |
| 3M | -11.4% | -9.5% | -1.9% | -7.1% |
| 6M | -33.3% | +0.1% | -33.4% | -33.6% |
| YTD | -33.3% | -37.9% | +4.6% | -24.8% |
| All | -42.7% | -47.8% | +5.1% | -33.0% |
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