-40.8%
SOFI vs CG
-14.1%
-26.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.5% | -0.9% | +0.7% |
| 7D | +1.4% | +9.4% | -8.0% | -4.3% |
| 30D | +9.2% | +8.7% | +0.4% | +3.3% |
| 3M | -7.1% | -15.0% | +7.9% | +2.9% |
| 6M | +7.3% | -13.2% | +20.5% | +16.9% |
| YTD | -33.6% | -26.2% | -7.5% | -22.7% |
| 1Y | -40.8% | -14.1% | -26.7% | -44.4% |
| All | -40.8% | -14.1% | -26.8% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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