+94.6%
SOFI vs EOG
+22.5%
+72.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.9% | +1.5% | -6.4% | -5.4% |
| 30D | -3.5% | +2.9% | -6.4% | -4.6% |
| 3M | +3.9% | +8.7% | -4.8% | -0.6% |
| 6M | -6.5% | +12.9% | -19.4% | -14.4% |
| YTD | -33.8% | +43.8% | -77.7% | -48.4% |
| 1Y | -33.3% | +27.1% | -60.4% | -43.6% |
| 3Y | +94.6% | +25.9% | +68.7% | +61.1% |
| All | +94.6% | +22.5% | +72.1% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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