+47.6%
SOFI vs CCL
+8.6%
+39.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -0.5% |
| 7D | +5.6% | -0.1% | +5.8% | +5.7% |
| 30D | -2.0% | -20.0% | +18.0% | +9.8% |
| 3M | +9.2% | -13.7% | +22.8% | +17.4% |
| 6M | -4.7% | -9.0% | +4.3% | -1.5% |
| YTD | -31.2% | -22.8% | -8.4% | -23.6% |
| 1Y | -30.6% | -25.3% | -5.3% | -22.6% |
| 3Y | +110.6% | +54.1% | +56.6% | +59.0% |
| 5Y | +16.4% | +3.5% | +12.9% | -6.8% |
| All | +47.6% | +8.6% | +39.0% | +26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling