+44.7%
SOFI vs CHWY
-76.5%
+121.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.5% | +0.2% |
| 7D | -3.1% | -9.8% | +6.6% | +0.6% |
| 30D | -3.5% | -4.8% | +1.3% | -2.2% |
| 3M | +6.5% | +10.6% | -4.1% | +1.0% |
| 6M | -0.6% | -16.2% | +15.6% | +4.0% |
| YTD | -32.6% | -35.4% | +2.8% | -22.3% |
| 1Y | -33.5% | -38.4% | +4.9% | -22.8% |
| 3Y | +95.0% | +0.4% | +94.7% | +71.1% |
| 5Y | +21.7% | -70.4% | +92.2% | +64.2% |
| All | +44.7% | -76.5% | +121.2% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHWY.
Daily Out/Under-Performance
Portfolio return minus CHWY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHWY 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 10y: compounded portfolio wealth divided by compounded CHWY 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…
10y analysis · Full analysis span regression · 6 months rolling