+47.6%
SOFI vs CDW
+18.3%
+29.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | +2.1% |
| 7D | +5.6% | -3.9% | +9.5% | +8.1% |
| 30D | -2.0% | +6.9% | -8.9% | -6.2% |
| 3M | +9.2% | +7.7% | +1.5% | +2.1% |
| 6M | -4.7% | +18.3% | -23.0% | -20.2% |
| YTD | -31.2% | +7.8% | -39.0% | -39.0% |
| 1Y | -30.6% | -12.2% | -18.5% | -28.2% |
| 3Y | +110.6% | -28.9% | +139.6% | +146.2% |
| 5Y | +16.4% | -22.8% | +39.2% | +20.8% |
| All | +47.6% | +18.3% | +29.4% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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