+49.3%
SOFI vs AXP
+188.4%
-139.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -0.5% |
| 7D | +0.9% | -2.1% | +3.0% | +3.1% |
| 30D | -0.2% | -6.5% | +6.4% | +6.5% |
| 3M | +6.2% | +4.6% | +1.6% | +1.9% |
| 6M | -2.6% | +5.4% | -8.0% | -7.0% |
| YTD | -30.4% | -11.1% | -19.3% | -22.4% |
| 1Y | -28.2% | -0.3% | -27.9% | -28.2% |
| 3Y | +107.3% | +111.6% | -4.3% | +11.8% |
| 5Y | +20.2% | +117.6% | -97.4% | -32.4% |
| All | +49.3% | +188.4% | -139.0% | -13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling