-33.3%
SOFI vs CIFR
+66.0%
-99.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.7% | -5.1% | -0.6% |
| 7D | -4.9% | -5.0% | +0.1% | -4.0% |
| 30D | -3.5% | -5.7% | +2.3% | -3.2% |
| 3M | +3.9% | -25.5% | +29.4% | +6.5% |
| 6M | -6.5% | +19.4% | -25.9% | -16.6% |
| YTD | -33.8% | +14.2% | -48.0% | -41.6% |
| 1Y | -33.3% | +69.0% | -102.3% | -40.4% |
| All | -33.3% | +66.0% | -99.3% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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