+15.4%
SOFI vs CHWY
-72.6%
+88.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.7% | +1.8% |
| 7D | -4.9% | -13.6% | +8.7% | +0.3% |
| 30D | -3.5% | -8.5% | +5.1% | -0.6% |
| 3M | +3.9% | +8.9% | -5.0% | -0.8% |
| 6M | -6.5% | -20.5% | +13.9% | -0.2% |
| YTD | -33.8% | -38.2% | +4.3% | -22.6% |
| 1Y | -33.3% | -43.3% | +10.0% | -20.1% |
| 3Y | +94.6% | -8.5% | +103.2% | +77.6% |
| All | +15.4% | -72.6% | +88.0% | +59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling