+93.4%
SOFI vs CIEN
+593.4%
-500.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.3% |
| 7D | -7.0% | +5.4% | -12.4% | -8.8% |
| 30D | -4.3% | -13.7% | +9.4% | -0.1% |
| 3M | +8.4% | -23.0% | +31.5% | +16.4% |
| 6M | -5.9% | -0.8% | -5.1% | -14.2% |
| YTD | -34.3% | +43.1% | -77.3% | -52.2% |
| 1Y | -32.6% | +157.6% | -190.2% | -65.4% |
| All | +93.4% | +593.4% | -500.0% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 3y: compounded portfolio wealth divided by compounded CIEN 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…
3y analysis · Full analysis span regression · 6 months rolling