+94.3%
ORCL vs SOFI
+13.9%
+80.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.5% | +2.6% |
| 7D | +15.0% | +5.6% | +9.4% | +13.7% |
| 30D | +10.5% | -2.0% | +12.6% | +11.0% |
| 3M | -23.0% | +9.2% | -32.2% | -24.4% |
| 6M | +7.0% | -4.7% | +11.7% | +7.7% |
| YTD | -15.8% | -31.2% | +15.4% | -10.7% |
| 1Y | -31.1% | -30.6% | -0.5% | -27.6% |
| 3Y | +33.3% | +110.6% | -77.4% | +16.3% |
| 5Y | +94.3% | +16.4% | +77.9% | +60.9% |
| All | +94.3% | +13.9% | +80.4% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling