+70.4%
QCOM vs SOFI
+100.3%
-29.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.1% | +2.2% |
| 7D | +4.4% | -2.9% | +7.2% | +5.0% |
| 30D | +9.4% | -4.4% | +13.7% | +10.3% |
| 3M | -13.7% | +5.2% | -18.9% | -15.1% |
| 6M | +28.9% | -7.8% | +36.7% | +29.4% |
| YTD | +4.7% | -33.8% | +38.5% | +13.3% |
| 1Y | +13.5% | -33.3% | +46.8% | +21.0% |
| All | +70.4% | +100.3% | -29.9% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling