+116.4%
SOFI vs LSCC
+81.4%
+35.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.1% | -6.1% | -1.8% |
| 7D | -3.3% | +13.0% | -16.2% | -8.1% |
| 30D | +3.5% | -19.8% | +23.3% | +12.1% |
| 3M | -10.4% | -18.4% | +8.0% | -4.5% |
| 6M | -0.6% | -16.1% | +15.6% | +2.4% |
| YTD | -38.1% | +42.7% | -80.8% | -51.3% |
| 1Y | -40.3% | +68.0% | -108.3% | -56.8% |
| 3Y | +116.4% | +85.8% | +30.6% | +31.9% |
| All | +116.4% | +81.4% | +35.0% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling