-28.2%
SOFI vs CRDO
+23.6%
-51.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -2.4% |
| 7D | +0.9% | -26.7% | +27.6% | +7.3% |
| 30D | -0.2% | -24.1% | +23.9% | +4.7% |
| 3M | +6.2% | -21.6% | +27.8% | +7.4% |
| 6M | -2.6% | +66.3% | -68.9% | -22.4% |
| YTD | -30.4% | +18.5% | -48.9% | -39.7% |
| 1Y | -28.2% | +27.3% | -55.5% | -37.7% |
| All | -28.2% | +23.6% | -51.8% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRDO.
Daily Out/Under-Performance
Portfolio return minus CRDO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRDO 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 CRDO 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