+81.4%
SOFI vs CAVA
+33.0%
+48.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.8% | -0.6% |
| 7D | -4.9% | -8.0% | +3.1% | -2.1% |
| 30D | -3.5% | -19.6% | +16.1% | +4.2% |
| 3M | +3.9% | -36.7% | +40.6% | +20.8% |
| 6M | -6.5% | -30.6% | +24.1% | +4.1% |
| YTD | -33.8% | -4.8% | -29.1% | -36.2% |
| 1Y | -33.3% | -13.1% | -20.2% | -33.8% |
| 3Y | +94.6% | +48.8% | +45.8% | +49.7% |
| All | +81.4% | +33.0% | +48.3% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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