+47.6%
SOFI vs AXP
+188.3%
-140.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +5.6% | +0.6% | +5.0% | +5.1% |
| 30D | -2.0% | -4.3% | +2.3% | +2.3% |
| 3M | +9.2% | +4.7% | +4.4% | +4.6% |
| 6M | -4.7% | +9.0% | -13.7% | -11.8% |
| YTD | -31.2% | -11.1% | -20.1% | -23.2% |
| 1Y | -30.6% | +1.3% | -31.9% | -31.6% |
| 3Y | +110.6% | +114.5% | -3.8% | +12.4% |
| 5Y | +16.4% | +118.0% | -101.6% | -34.5% |
| All | +47.6% | +188.3% | -140.7% | -14.6% |
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