+47.6%
SOFI vs CBRE
+126.7%
-79.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | +2.1% |
| 7D | +5.6% | -1.5% | +7.2% | +6.8% |
| 30D | -2.0% | -4.0% | +2.0% | +0.8% |
| 3M | +9.2% | +8.0% | +1.1% | 0.0% |
| 6M | -4.7% | +4.0% | -8.7% | -10.0% |
| YTD | -31.2% | -11.5% | -19.7% | -26.5% |
| 1Y | -30.6% | -13.0% | -17.6% | -25.0% |
| 3Y | +110.6% | +66.9% | +43.7% | +25.1% |
| 5Y | +16.4% | +45.0% | -28.6% | -25.4% |
| All | +47.6% | +126.7% | -79.1% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CBRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling