+26.4%
SOFI vs EXPD
+117.4%
-91.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | -4.9% | +5.5% | -10.4% | -7.9% |
| 30D | +8.4% | -0.8% | +9.2% | +9.0% |
| 3M | -16.3% | +4.1% | -20.5% | -18.5% |
| 6M | +0.7% | +25.7% | -25.0% | -12.7% |
| YTD | -41.1% | +31.4% | -72.5% | -51.5% |
| 1Y | -45.7% | +42.2% | -87.9% | -57.6% |
| 3Y | +119.0% | +77.2% | +41.8% | +43.0% |
| 5Y | -32.2% | +61.0% | -93.3% | -58.5% |
| All | +26.4% | +117.4% | -91.0% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling