+2.3%
QCOM vs SOFI
-40.7%
+43.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.6% | +1.7% | +4.4% |
| 7D | -5.3% | +1.4% | -6.7% | -5.5% |
| 30D | -4.2% | +9.2% | -13.4% | -6.3% |
| 3M | +7.0% | -7.1% | +14.1% | +8.4% |
| 6M | +3.8% | +7.3% | -3.5% | +1.2% |
| YTD | +2.8% | -33.6% | +36.4% | +7.7% |
| 1Y | +2.3% | -40.8% | +43.1% | +9.1% |
| All | +2.3% | -40.7% | +43.0% | +9.1% |
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 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