+42.0%
SOFI vs LSCC
+150.7%
-108.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.0% | -2.9% |
| 7D | -2.9% | +1.4% | -4.2% | -3.5% |
| 30D | -4.4% | -10.0% | +5.7% | +0.6% |
| 3M | +5.2% | -16.1% | +21.3% | +12.7% |
| 6M | -7.8% | +27.4% | -35.2% | -22.5% |
| YTD | -33.8% | +56.9% | -90.7% | -51.5% |
| 1Y | -33.3% | +74.6% | -107.8% | -54.4% |
| 3Y | +102.7% | +26.0% | +76.7% | +50.4% |
| 5Y | +10.5% | +86.1% | -75.7% | -40.9% |
| All | +42.0% | +150.7% | -108.7% | -37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling