-28.2%
SOFI vs CASY
+51.2%
-79.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -0.2% | -11.3% | +11.2% | -2.3% |
| 3M | +6.2% | -0.6% | +6.9% | +6.2% |
| 6M | -2.6% | +10.7% | -13.3% | -1.4% |
| YTD | -30.4% | +37.1% | -67.5% | -28.3% |
| 1Y | -28.2% | +52.3% | -80.5% | -27.6% |
| All | -28.2% | +51.2% | -79.4% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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