+119.0%
SOFI vs CTSH
+1.7%
+117.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -4.9% | -2.1% | -2.7% | -4.2% |
| 30D | +8.4% | +1.4% | +7.0% | +6.8% |
| 3M | -16.3% | +7.5% | -23.8% | -19.8% |
| 6M | +0.7% | +39.6% | -38.8% | -16.4% |
| YTD | -41.1% | -22.3% | -18.8% | -28.9% |
| 1Y | -45.7% | -12.0% | -33.7% | -41.1% |
| 3Y | +119.0% | +1.8% | +117.2% | +108.8% |
| All | +119.0% | +1.7% | +117.4% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 3y: compounded portfolio wealth divided by compounded CTSH 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…
3y analysis · Full analysis span regression · 6 months rolling