+41.1%
SOFI vs CVX
+217.7%
-176.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -7.0% | +0.7% | -7.7% | -7.3% |
| 30D | -4.3% | +9.1% | -13.4% | -7.4% |
| 3M | +8.4% | +13.1% | -4.6% | +2.9% |
| 6M | -5.9% | +16.3% | -22.2% | -13.0% |
| YTD | -34.3% | +43.5% | -77.8% | -45.0% |
| 1Y | -32.6% | +40.2% | -72.7% | -43.2% |
| 3Y | +101.3% | +44.2% | +57.0% | +65.5% |
| 5Y | +12.6% | +170.6% | -158.1% | -20.2% |
| All | +41.1% | +217.7% | -176.6% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling