-28.7%
SOFI vs LSCC
+26.3%
-55.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.1% | -6.1% | -2.4% |
| 7D | -3.3% | +13.0% | -16.2% | -9.2% |
| 30D | +3.5% | -19.8% | +23.3% | +13.9% |
| 3M | -10.4% | -18.4% | +8.0% | -3.5% |
| 6M | -0.6% | -16.1% | +15.6% | +2.7% |
| YTD | -38.1% | +42.7% | -80.8% | -53.7% |
| 1Y | -40.3% | +68.0% | -108.3% | -59.4% |
| 3Y | +116.4% | +85.8% | +30.6% | +23.6% |
| All | -28.7% | +26.3% | -55.1% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling