+34.2%
SOFI vs LSCC
+141.6%
-107.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.1% |
| 7D | -2.4% | +5.0% | -7.4% | -4.8% |
| 30D | +3.6% | -11.7% | +15.3% | +8.8% |
| 3M | -9.7% | -13.3% | +3.6% | -5.5% |
| 6M | +3.9% | -12.5% | +16.5% | +5.3% |
| YTD | -37.5% | +51.2% | -88.7% | -54.4% |
| 1Y | -46.4% | +65.9% | -112.3% | -63.1% |
| 3Y | +135.9% | +95.3% | +40.5% | +33.0% |
| 5Y | -19.8% | +38.6% | -58.4% | -51.6% |
| All | +34.2% | +141.6% | -107.4% | -41.4% |
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