-40.8%
SOFI vs LSCC
+57.8%
-98.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.4% | +3.3% |
| 7D | +1.4% | +3.0% | -1.6% | +0.4% |
| 30D | +9.2% | -19.3% | +28.4% | +15.1% |
| 3M | -7.1% | -22.3% | +15.2% | -1.4% |
| 6M | +7.3% | -14.6% | +21.9% | +8.9% |
| YTD | -33.6% | +45.8% | -79.4% | -44.8% |
| 1Y | -40.8% | +69.6% | -110.4% | -56.9% |
| All | -40.8% | +57.8% | -98.7% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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