+47.6%
SOFI vs RCL
+263.6%
-216.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +5.6% | -0.5% | +6.1% | +5.9% |
| 30D | -2.0% | -17.3% | +15.3% | +8.4% |
| 3M | +9.2% | -2.8% | +11.9% | +9.9% |
| 6M | -4.7% | -4.4% | -0.3% | -4.2% |
| YTD | -31.2% | -4.2% | -27.0% | -32.7% |
| 1Y | -30.6% | -23.4% | -7.3% | -23.9% |
| 3Y | +110.6% | +179.4% | -68.7% | +12.9% |
| 5Y | +16.4% | +238.8% | -222.3% | -48.1% |
| All | +47.6% | +263.6% | -216.0% | -32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling