+37.3%
SOFI vs CVE
+405.5%
-368.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.2% |
| 7D | +0.9% | -10.1% | +11.0% | +4.0% |
| 30D | +6.0% | -12.1% | +18.1% | +9.4% |
| 3M | -8.9% | -1.9% | -7.0% | -9.6% |
| 6M | +6.3% | -1.8% | +8.2% | +4.1% |
| YTD | -36.0% | +65.8% | -101.8% | -49.3% |
| 1Y | -40.6% | +60.8% | -101.5% | -52.5% |
| 3Y | +144.5% | +70.1% | +74.4% | +86.7% |
| 5Y | -24.3% | +134.8% | -159.1% | -51.0% |
| All | +37.3% | +405.5% | -368.2% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 10y: compounded portfolio wealth divided by compounded CVE 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…
10y analysis · Full analysis span regression · 6 months rolling