+49.3%
SOFI vs CASY
+332.9%
-283.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -0.2% | -11.3% | +11.2% | +2.8% |
| 3M | +6.2% | -0.6% | +6.9% | +4.2% |
| 6M | -2.6% | +10.7% | -13.3% | -8.8% |
| YTD | -30.4% | +37.1% | -67.5% | -40.3% |
| 1Y | -28.2% | +52.3% | -80.5% | -41.5% |
| 3Y | +107.3% | +215.2% | -107.9% | +27.9% |
| 5Y | +20.2% | +276.5% | -256.3% | -32.4% |
| All | +49.3% | +332.9% | -283.6% | +16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling