+49.3%
SOFI vs CVE
+490.3%
-440.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.2% |
| 7D | +0.9% | +2.5% | -1.6% | 0.0% |
| 30D | -0.2% | +16.7% | -16.9% | -5.3% |
| 3M | +6.2% | +9.3% | -3.0% | +2.2% |
| 6M | -2.6% | +43.6% | -46.2% | -16.4% |
| YTD | -30.4% | +93.6% | -124.0% | -46.9% |
| 1Y | -28.2% | +98.8% | -127.0% | -46.0% |
| 3Y | +107.3% | +73.6% | +33.7% | +58.4% |
| 5Y | +20.2% | +312.5% | -292.3% | -35.3% |
| All | +49.3% | +490.3% | -440.9% | -28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling