-51.5%
SOFI vs AXP
-13.3%
-38.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.4% | -2.4% |
| 7D | -2.6% | -2.1% | -0.4% | -0.5% |
| 30D | +2.6% | +2.7% | -0.1% | +0.2% |
| 3M | -12.9% | -7.3% | -5.6% | -6.3% |
| 6M | -1.7% | +1.8% | -3.5% | -3.2% |
| YTD | -40.3% | -13.1% | -27.2% | -33.0% |
| 1Y | -51.5% | -13.7% | -37.8% | -45.1% |
| All | -51.5% | -13.3% | -38.1% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling