+3.8%
SOFI vs COIN
-54.0%
+57.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.1% |
| 7D | -4.9% | -5.1% | +0.1% | -2.9% |
| 30D | -3.5% | +17.6% | -21.0% | -10.2% |
| 3M | +3.9% | +9.2% | -5.3% | -1.3% |
| 6M | -6.5% | -11.8% | +5.2% | -3.6% |
| YTD | -33.8% | -22.5% | -11.3% | -29.4% |
| 1Y | -33.3% | -45.9% | +12.6% | -18.1% |
| 3Y | +94.6% | +117.4% | -22.8% | +15.4% |
| 5Y | +13.3% | -29.4% | +42.7% | -4.3% |
| All | +3.8% | -54.0% | +57.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 all: compounded portfolio wealth divided by compounded COIN 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…
all analysis · Full analysis span regression · 6 months rolling