-31.5%
ORCL vs SOFI
-2.7%
-28.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | +1.5% |
| 7D | +10.4% | -2.6% | +12.9% | +12.1% |
| 30D | -11.2% | +2.6% | -13.8% | -12.5% |
| 3M | -16.8% | -12.9% | -3.9% | -9.7% |
| 6M | -31.5% | -1.7% | -29.8% | -33.8% |
| All | -31.5% | -2.7% | -28.7% | -33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling