+47.6%
SOFI vs CVE
+505.2%
-457.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.9% |
| 7D | +5.6% | +0.2% | +5.4% | +5.5% |
| 30D | -2.0% | +17.5% | -19.5% | -7.2% |
| 3M | +9.2% | +16.2% | -7.1% | +2.8% |
| 6M | -4.7% | +47.8% | -52.5% | -19.0% |
| YTD | -31.2% | +98.5% | -129.7% | -47.9% |
| 1Y | -30.6% | +109.8% | -140.4% | -48.8% |
| 3Y | +110.6% | +75.5% | +35.2% | +60.4% |
| 5Y | +16.4% | +341.6% | -325.2% | -38.7% |
| All | +47.6% | +505.2% | -457.6% | -30.0% |
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