-33.3%
SOFI vs CVX
+42.2%
-75.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.9% |
| 7D | -4.9% | +2.6% | -7.6% | -3.9% |
| 30D | -3.5% | +9.8% | -13.3% | +0.2% |
| 3M | +3.9% | +16.2% | -12.3% | +10.9% |
| 6M | -6.5% | +13.6% | -20.1% | -1.6% |
| YTD | -33.8% | +44.4% | -78.2% | -35.1% |
| 1Y | -33.3% | +40.6% | -73.9% | -36.4% |
| All | -33.3% | +42.2% | -75.5% | -36.4% |
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