+12.6%
SOFI vs RCL
+223.1%
-210.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -7.0% | -2.5% | -4.6% | -5.7% |
| 30D | -4.3% | -15.7% | +11.4% | +5.5% |
| 3M | +8.4% | -3.6% | +12.1% | +9.8% |
| 6M | -5.9% | -8.7% | +2.8% | -2.9% |
| YTD | -34.3% | -6.2% | -28.1% | -35.2% |
| 1Y | -32.6% | -22.9% | -9.7% | -26.0% |
| 3Y | +101.3% | +173.6% | -72.3% | +0.7% |
| 5Y | +12.6% | +226.6% | -214.0% | -54.8% |
| All | +12.6% | +223.1% | -210.5% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling