-40.8%
SOFI vs RCL
+27.6%
-68.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.4% | -2.7% | +1.6% |
| 7D | +1.4% | +11.7% | -10.3% | -2.3% |
| 30D | +9.2% | +21.1% | -12.0% | +2.8% |
| 3M | -7.1% | +2.9% | -9.9% | -8.4% |
| 6M | +7.3% | +29.8% | -22.5% | -1.3% |
| YTD | -33.6% | +21.4% | -55.0% | -37.4% |
| 1Y | -40.8% | +32.0% | -72.9% | -47.1% |
| All | -40.8% | +27.6% | -68.4% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling