+26.7%
SOFI vs CRCL
+31.3%
-4.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | -4.9% | -11.2% | +6.3% | -3.0% |
| 30D | -3.5% | +27.1% | -30.6% | -7.5% |
| 3M | +3.9% | +9.6% | -5.7% | +1.1% |
| 6M | -6.5% | -19.7% | +13.2% | -6.0% |
| YTD | -33.8% | +14.2% | -48.1% | -38.0% |
| 1Y | -33.3% | -32.2% | -1.0% | -34.2% |
| All | +26.7% | +31.3% | -4.6% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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