+26.4%
SOFI vs LII
+37.3%
-10.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -2.0% |
| 7D | -4.9% | +2.9% | -7.8% | -6.4% |
| 30D | +8.4% | +0.9% | +7.5% | +7.1% |
| 3M | -16.3% | -15.5% | -0.8% | -8.5% |
| 6M | +0.7% | -30.2% | +30.9% | +20.9% |
| YTD | -41.1% | -26.8% | -14.3% | -33.6% |
| 1Y | -45.7% | -25.3% | -20.4% | -39.7% |
| 3Y | +119.0% | -7.8% | +126.8% | +105.8% |
| 5Y | -32.2% | +17.0% | -49.2% | -53.6% |
| All | +26.4% | +37.3% | -10.9% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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