+28.5%
QCOM vs SOFI
+44.7%
-16.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | +3.3% | +0.9% | +2.4% | +3.1% |
| 30D | +7.7% | -0.2% | +7.9% | +7.6% |
| 3M | -30.1% | +6.2% | -36.3% | -31.1% |
| 6M | +22.8% | -2.6% | +25.4% | +22.1% |
| YTD | +0.2% | -30.4% | +30.6% | +5.8% |
| 1Y | +7.9% | -28.2% | +36.1% | +12.3% |
| 3Y | +55.8% | +107.3% | -51.5% | +27.2% |
| 5Y | +30.1% | +20.2% | +9.9% | +4.5% |
| All | +28.5% | +44.7% | -16.2% | +0.6% |
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 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