+94.6%
SOFI vs CVX
+44.4%
+50.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -4.9% | +2.6% | -7.6% | -5.8% |
| 30D | -3.5% | +9.8% | -13.3% | -6.8% |
| 3M | +3.9% | +16.2% | -12.3% | -2.6% |
| 6M | -6.5% | +13.6% | -20.1% | -13.0% |
| YTD | -33.8% | +44.4% | -78.2% | -47.9% |
| 1Y | -33.3% | +40.6% | -73.9% | -46.8% |
| 3Y | +94.6% | +48.2% | +46.4% | +35.9% |
| All | +94.6% | +44.4% | +50.2% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling