-28.2%
SOFI vs CVX
+37.2%
-65.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -2.1% |
| 7D | +0.9% | +3.3% | -2.5% | +2.2% |
| 30D | -0.2% | +12.9% | -13.0% | +4.6% |
| 3M | +6.2% | +11.7% | -5.5% | +12.0% |
| 6M | -2.6% | +14.1% | -16.7% | +0.8% |
| YTD | -30.4% | +40.7% | -71.1% | -31.6% |
| 1Y | -28.2% | +37.5% | -65.7% | -31.2% |
| All | -28.2% | +37.2% | -65.4% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 1y: compounded portfolio wealth divided by compounded CVX 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…
1y analysis · Full analysis span regression · 6 months rolling