-33.3%
SOFI vs CNQ
+66.7%
-100.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.5% |
| 7D | -4.9% | +0.1% | -5.1% | -4.9% |
| 30D | -3.5% | +6.2% | -9.7% | -1.9% |
| 3M | +3.9% | +12.4% | -8.5% | +8.0% |
| 6M | -6.5% | +9.0% | -15.6% | -3.2% |
| YTD | -33.8% | +52.2% | -86.1% | -35.0% |
| 1Y | -33.3% | +65.0% | -98.3% | -35.5% |
| All | -33.3% | +66.7% | -100.0% | -35.5% |
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