+94.7%
SOFI vs RCL
+171.9%
-77.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -2.0% | -2.8% |
| 7D | -2.9% | -2.2% | -0.7% | -1.6% |
| 30D | -4.4% | -15.7% | +11.3% | +5.2% |
| 3M | +5.2% | -8.0% | +13.2% | +9.3% |
| 6M | -7.8% | -10.1% | +2.4% | -3.9% |
| YTD | -33.8% | -5.9% | -27.9% | -35.1% |
| 1Y | -33.3% | -23.5% | -9.8% | -25.5% |
| All | +94.7% | +171.9% | -77.1% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling