+94.7%
SOFI vs CASY
+163.7%
-69.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -14.2% | +10.5% | -0.6% |
| 7D | -2.9% | -16.5% | +13.7% | +0.9% |
| 30D | -4.4% | -26.4% | +22.0% | +1.9% |
| 3M | +5.2% | -17.3% | +22.5% | +7.2% |
| 6M | -7.8% | -5.2% | -2.6% | -11.7% |
| YTD | -33.8% | +14.1% | -47.9% | -41.8% |
| 1Y | -33.3% | +16.6% | -49.9% | -42.4% |
| All | +94.7% | +163.7% | -69.0% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling