+37.3%
SOFI vs AXP
+187.6%
-150.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +2.4% |
| 7D | +0.9% | -1.1% | +2.0% | +2.1% |
| 30D | +6.0% | +5.2% | +0.8% | +1.0% |
| 3M | -8.9% | -4.6% | -4.3% | -4.7% |
| 6M | +6.3% | +3.2% | +3.1% | +3.4% |
| YTD | -36.0% | -11.3% | -24.7% | -28.5% |
| 1Y | -40.6% | -11.0% | -29.6% | -33.8% |
| 3Y | +144.5% | +120.2% | +24.4% | +27.2% |
| 5Y | -24.3% | +91.7% | -116.1% | -56.3% |
| All | +37.3% | +187.6% | -150.3% | -20.5% |
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