+52.5%
SOFI vs CRDO
+1,246.7%
-1,194.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.2% |
| 7D | -4.9% | -4.5% | -0.5% | -3.8% |
| 30D | -3.5% | -39.2% | +35.8% | +9.0% |
| 3M | +3.9% | -38.5% | +42.4% | +13.9% |
| 6M | -6.5% | +40.6% | -47.1% | -21.8% |
| YTD | -33.8% | +13.2% | -47.1% | -42.1% |
| 1Y | -33.3% | +2.3% | -35.6% | -40.8% |
| 3Y | +94.6% | +942.5% | -847.9% | -21.9% |
| All | +52.5% | +1,246.7% | -1,194.2% | -58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling