+32.9%
SOFI vs LSCC
+128.1%
-95.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.4% |
| 6M | -0.6% | -16.1% | +15.6% | +2.7% |
| YTD | -38.1% | +42.7% | -80.8% | -53.6% |
| 1Y | -40.3% | +68.0% | -108.3% | -59.2% |
| 3Y | +116.4% | +85.8% | +30.6% | +25.0% |
| 5Y | -28.2% | +28.0% | -56.2% | -54.8% |
| All | +32.9% | +128.1% | -95.2% | -40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling