+42.0%
SOFI vs CELH
+55.0%
-13.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CELH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | 0.0% |
| 7D | -4.9% | -11.2% | +6.3% | -1.5% |
| 30D | -3.5% | -1.4% | -2.0% | -3.3% |
| 3M | +3.9% | -4.2% | +8.1% | +3.4% |
| 6M | -6.5% | -40.5% | +33.9% | +6.8% |
| YTD | -33.8% | -40.5% | +6.6% | -25.2% |
| 1Y | -33.3% | -53.0% | +19.7% | -19.7% |
| 3Y | +94.6% | -59.1% | +153.7% | +122.0% |
| 5Y | +13.3% | -10.7% | +24.0% | -18.3% |
| All | +42.0% | +55.0% | -13.1% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CELH.
Daily Out/Under-Performance
Portfolio return minus CELH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CELH 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 CELH 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