+129.1%
SOFI vs CORZ
+223.2%
-94.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | -0.3% |
| 7D | -4.9% | +0.3% | -5.2% | -5.1% |
| 30D | -3.5% | -14.0% | +10.6% | +0.4% |
| 3M | +3.9% | -34.1% | +38.0% | +14.5% |
| 6M | -6.5% | +8.5% | -15.0% | -10.6% |
| YTD | -33.8% | +23.2% | -57.1% | -39.1% |
| 1Y | -33.3% | +15.4% | -48.7% | -37.9% |
| All | +129.1% | +223.2% | -94.1% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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