-28.2%
SOFI vs LSCC
+72.9%
-101.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.6% | -2.2% |
| 7D | +0.9% | +1.3% | -0.4% | +0.5% |
| 30D | -0.2% | -9.7% | +9.5% | +2.9% |
| 3M | +6.2% | -23.7% | +29.9% | +13.1% |
| 6M | -2.6% | +26.5% | -29.1% | -11.2% |
| YTD | -30.4% | +57.5% | -87.9% | -42.9% |
| 1Y | -28.2% | +75.7% | -103.9% | -43.9% |
| All | -28.2% | +72.9% | -101.1% | -43.9% |
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