+26.4%
SOFI vs AXP
+184.3%
-157.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -2.1% |
| 7D | -4.9% | -0.1% | -4.8% | -4.7% |
| 30D | +8.4% | +4.4% | +4.0% | +4.1% |
| 3M | -16.3% | -6.4% | -9.9% | -10.9% |
| 6M | +0.7% | +4.2% | -3.4% | -2.9% |
| YTD | -41.1% | -12.4% | -28.7% | -33.4% |
| 1Y | -45.7% | -11.1% | -34.6% | -39.5% |
| 3Y | +119.0% | +114.9% | +4.2% | +16.5% |
| 5Y | -32.2% | +87.4% | -119.7% | -60.3% |
| All | +26.4% | +184.3% | -157.9% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 10y: compounded portfolio wealth divided by compounded AXP 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…
10y analysis · Full analysis span regression · 6 months rolling