+34.7%
QCOM vs SOFI
+36.7%
-2.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +4.9% | -7.0% | +12.0% | +6.4% |
| 30D | +9.3% | -4.3% | +13.6% | +10.0% |
| 3M | -7.0% | +8.4% | -15.4% | -8.8% |
| 6M | +32.0% | -5.9% | +37.9% | +32.1% |
| YTD | +5.0% | -34.3% | +39.3% | +12.2% |
| 1Y | +13.6% | -32.6% | +46.2% | +19.7% |
| 3Y | +77.6% | +101.3% | -23.7% | +45.8% |
| 5Y | +38.2% | +12.6% | +25.7% | +12.3% |
| All | +34.7% | +36.7% | -2.0% | +6.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling