+15.0%
QCOM vs SOFI
-32.8%
+47.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.2% | +2.7% |
| 7D | +7.8% | -4.9% | +12.8% | +9.1% |
| 30D | +12.2% | -3.5% | +15.7% | +12.8% |
| 3M | -9.9% | +3.9% | -13.8% | -11.0% |
| 6M | +36.9% | -6.5% | +43.4% | +36.4% |
| YTD | +8.0% | -33.8% | +41.9% | +14.8% |
| 1Y | +15.0% | -33.3% | +48.3% | +24.2% |
| All | +15.0% | -32.8% | +47.8% | +24.2% |
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