+93.4%
SOFI vs CCL
+46.7%
+46.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | -7.0% | -4.3% | -2.7% | -4.6% |
| 30D | -4.3% | -19.0% | +14.7% | +8.0% |
| 3M | +8.4% | -13.1% | +21.5% | +17.2% |
| 6M | -5.9% | -13.3% | +7.4% | +0.2% |
| YTD | -34.3% | -25.2% | -9.0% | -24.8% |
| 1Y | -32.6% | -27.2% | -5.4% | -22.6% |
| All | +93.4% | +46.7% | +46.6% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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