-40.8%
SOFI vs CPRT
-24.7%
-16.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.0% | -1.4% | +2.5% |
| 7D | +1.4% | +12.6% | -11.2% | -1.5% |
| 30D | +9.2% | +18.0% | -8.8% | +4.6% |
| 3M | -7.1% | +11.0% | -18.0% | -9.6% |
| 6M | +7.3% | -2.0% | +9.3% | +7.8% |
| YTD | -33.6% | -16.7% | -16.9% | -29.7% |
| 1Y | -40.8% | -23.9% | -16.9% | -35.0% |
| All | -40.8% | -24.7% | -16.1% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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