-33.3%
SOFI vs LBRT
+119.0%
-152.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -4.0% |
| 7D | -2.9% | +10.2% | -13.0% | -3.7% |
| 30D | -4.4% | +4.9% | -9.2% | -4.9% |
| 3M | +5.2% | -21.2% | +26.5% | +6.2% |
| 6M | -7.8% | -19.9% | +12.2% | -8.1% |
| YTD | -33.8% | +20.8% | -54.6% | -38.3% |
| 1Y | -33.3% | +123.5% | -156.8% | -36.8% |
| All | -33.3% | +119.0% | -152.2% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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