-46.7%
SOFI vs CNQ
+60.9%
-107.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -1.5% | -6.3% | -8.2% |
| 7D | -8.9% | -11.2% | +2.3% | -12.5% |
| 30D | +1.8% | +1.7% | +0.1% | +2.4% |
| 3M | -12.1% | +10.3% | -22.4% | -9.0% |
| 6M | +0.1% | +4.3% | -4.1% | +3.9% |
| YTD | -38.7% | +48.7% | -87.4% | -36.7% |
| 1Y | -46.7% | +57.9% | -104.6% | -43.9% |
| All | -46.7% | +60.9% | -107.5% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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