+16.4%
SOFI vs LII
+25.8%
-9.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.3% |
| 7D | +5.6% | +2.1% | +3.5% | +4.2% |
| 30D | -2.0% | -12.4% | +10.4% | +6.3% |
| 3M | +9.2% | -24.8% | +34.0% | +28.0% |
| 6M | -4.7% | -25.2% | +20.5% | +10.2% |
| YTD | -31.2% | -20.3% | -11.0% | -25.5% |
| 1Y | -30.6% | -32.9% | +2.3% | -15.4% |
| 3Y | +110.6% | +2.0% | +108.6% | +78.7% |
| 5Y | +16.4% | +24.4% | -8.0% | -20.3% |
| All | +16.4% | +25.8% | -9.4% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling