+93.4%
SOFI vs CMCSA
-33.5%
+126.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.7% |
| 7D | -7.0% | -5.6% | -1.5% | -4.9% |
| 30D | -4.3% | -1.9% | -2.4% | -3.7% |
| 3M | +8.4% | +6.4% | +2.0% | +4.7% |
| 6M | -5.9% | -16.9% | +11.0% | +0.9% |
| YTD | -34.3% | -6.8% | -27.5% | -34.3% |
| 1Y | -32.6% | -15.9% | -16.7% | -28.3% |
| All | +93.4% | -33.5% | +126.9% | +135.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 CMCSA 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