-40.8%
SOFI vs CDNS
-0.2%
-40.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.9% | +2.8% |
| 7D | +1.4% | -3.8% | +5.2% | +3.2% |
| 30D | +9.2% | -6.8% | +15.9% | +12.4% |
| 3M | -7.1% | -3.3% | -3.8% | -5.8% |
| 6M | +7.3% | -5.7% | +13.0% | +9.8% |
| YTD | -33.6% | +5.4% | -39.0% | -36.5% |
| 1Y | -40.8% | -1.1% | -39.7% | -41.3% |
| All | -40.8% | -0.2% | -40.7% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 1y: compounded portfolio wealth divided by compounded CDNS 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…
1y analysis · Full analysis span regression · 6 months rolling