+15.0%
SOFI vs AXP
+118.2%
-103.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -0.4% |
| 7D | +0.9% | -2.1% | +3.0% | +3.3% |
| 30D | -0.2% | -6.5% | +6.4% | +7.1% |
| 3M | +6.2% | +4.6% | +1.6% | +1.4% |
| 6M | -2.6% | +5.4% | -8.0% | -7.6% |
| YTD | -30.4% | -11.1% | -19.3% | -21.7% |
| 1Y | -28.2% | -0.3% | -27.9% | -28.5% |
| 3Y | +107.3% | +111.6% | -4.3% | +0.6% |
| All | +15.0% | +118.2% | -103.1% | -47.6% |
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 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