-46.4%
SOFI vs LSCC
+69.4%
-115.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.6% |
| 7D | -2.4% | +5.0% | -7.4% | -3.7% |
| 30D | +3.6% | -11.7% | +15.3% | +6.4% |
| 3M | -9.7% | -13.3% | +3.6% | -7.3% |
| 6M | +3.9% | -12.5% | +16.5% | +4.8% |
| YTD | -37.5% | +51.2% | -88.7% | -45.9% |
| 1Y | -46.4% | +65.9% | -112.3% | -55.1% |
| All | -46.4% | +69.4% | -115.8% | -55.1% |
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