-32.6%
SOFI vs CASY
+15.3%
-47.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -7.0% | -17.2% | +10.2% | -9.5% |
| 30D | -4.3% | -24.4% | +20.1% | -8.5% |
| 3M | +8.4% | -31.4% | +39.8% | +2.3% |
| 6M | -5.9% | -8.9% | +3.0% | -7.1% |
| YTD | -34.3% | +13.8% | -48.1% | -33.1% |
| 1Y | -32.6% | +17.0% | -49.5% | -30.8% |
| All | -32.6% | +15.3% | -47.8% | -30.8% |
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