+101.1%
ORCL vs SOFI
+30.0%
+71.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -1.2% |
| 7D | -6.5% | -2.4% | -4.1% | -6.1% |
| 30D | -16.6% | +3.6% | -20.2% | -16.9% |
| 3M | -21.6% | -9.7% | -11.9% | -20.4% |
| 6M | -39.4% | +3.9% | -43.3% | -39.5% |
| YTD | -38.7% | -37.5% | -1.2% | -35.1% |
| 1Y | -50.4% | -46.4% | -4.0% | -46.7% |
| 3Y | +8.1% | +135.9% | -127.8% | -0.4% |
| 5Y | +34.5% | -19.8% | +54.4% | +21.6% |
| All | +101.1% | +30.0% | +71.0% | +82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling