+94.7%
SOFI vs CTSH
-14.2%
+109.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -2.6% |
| 7D | -2.9% | -8.2% | +5.3% | +0.6% |
| 30D | -4.4% | +0.4% | -4.8% | -4.5% |
| 3M | +5.2% | +10.6% | -5.4% | +0.3% |
| 6M | -7.8% | -8.8% | +1.0% | -0.4% |
| YTD | -33.8% | -28.6% | -5.2% | -16.4% |
| 1Y | -33.3% | -15.9% | -17.4% | -26.8% |
| All | +94.7% | -14.2% | +109.0% | +107.9% |
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