-28.7%
SOFI vs AXP
+91.7%
-120.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +2.3% |
| 7D | -3.3% | +0.6% | -3.9% | -3.9% |
| 30D | +3.5% | +5.8% | -2.3% | -2.5% |
| 3M | -10.4% | -6.0% | -4.4% | -4.5% |
| 6M | -0.6% | +0.3% | -0.9% | -0.9% |
| YTD | -38.1% | -12.3% | -25.8% | -29.3% |
| 1Y | -40.3% | -11.2% | -29.1% | -32.7% |
| 3Y | +116.4% | +117.0% | -0.6% | -0.2% |
| All | -28.7% | +91.7% | -120.4% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling