+47.6%
SOFI vs NXPI
+53.7%
-6.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -0.1% |
| 7D | +5.6% | +0.7% | +5.0% | +5.2% |
| 30D | -2.0% | -6.6% | +4.6% | +2.0% |
| 3M | +9.2% | -25.4% | +34.6% | +27.7% |
| 6M | -4.7% | +11.9% | -16.6% | -20.3% |
| YTD | -31.2% | +4.0% | -35.2% | -40.8% |
| 1Y | -30.6% | +1.0% | -31.7% | -39.7% |
| 3Y | +110.6% | +16.3% | +94.3% | +53.8% |
| 5Y | +16.4% | +17.7% | -1.3% | -18.4% |
| All | +47.6% | +53.7% | -6.1% | -21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling