+26.4%
SOFI vs LSCC
+144.0%
-117.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.5% | +4.1% | +1.3% |
| 7D | -4.9% | +7.0% | -11.9% | -8.4% |
| 30D | +8.4% | -2.3% | +10.7% | +7.7% |
| 3M | -16.3% | -12.5% | -3.8% | -13.2% |
| 6M | +0.7% | -10.6% | +11.3% | +0.5% |
| YTD | -41.1% | +52.7% | -93.8% | -57.5% |
| 1Y | -45.7% | +74.0% | -119.7% | -63.7% |
| 3Y | +119.0% | +104.8% | +14.2% | +19.8% |
| 5Y | -32.2% | +36.2% | -68.5% | -58.9% |
| All | +26.4% | +144.0% | -117.6% | -45.3% |
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