-40.8%
SOFI vs EXPD
+53.8%
-94.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.2% | +6.9% | +4.6% |
| 7D | +1.4% | +0.3% | +1.1% | +1.2% |
| 30D | +9.2% | +1.8% | +7.3% | +8.5% |
| 3M | -7.1% | +8.9% | -16.0% | -9.5% |
| 6M | +7.3% | +42.2% | -34.9% | -3.9% |
| YTD | -33.6% | +33.4% | -67.0% | -43.7% |
| 1Y | -40.8% | +47.2% | -88.0% | -58.5% |
| All | -40.8% | +53.8% | -94.6% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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