-33.3%
SOFI vs COST
-5.0%
-28.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.8% |
| 7D | -4.9% | -1.2% | -3.7% | -5.5% |
| 30D | -3.5% | -4.7% | +1.3% | -5.6% |
| 3M | +3.9% | -7.1% | +11.0% | +0.9% |
| 6M | -6.5% | -8.5% | +2.0% | -9.7% |
| YTD | -33.8% | +5.4% | -39.2% | -37.3% |
| 1Y | -33.3% | -5.6% | -27.7% | -35.1% |
| All | -33.3% | -5.0% | -28.3% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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