+42.0%
SOFI vs NXPI
+62.4%
-20.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.5% | -3.8% | -1.9% |
| 7D | -4.9% | +3.9% | -8.8% | -7.1% |
| 30D | -3.5% | +1.4% | -4.8% | -4.2% |
| 3M | +3.9% | -21.5% | +25.4% | +18.0% |
| 6M | -6.5% | +19.4% | -25.9% | -24.8% |
| YTD | -33.8% | +9.9% | -43.8% | -44.9% |
| 1Y | -33.3% | +7.9% | -41.2% | -44.3% |
| 3Y | +94.6% | +22.7% | +71.9% | +37.8% |
| 5Y | +13.3% | +22.1% | -8.8% | -22.2% |
| All | +42.0% | +62.4% | -20.5% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 NXPI 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