-28.2%
SOFI vs SHEL
+32.9%
-61.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -1.5% |
| 7D | +0.9% | +2.2% | -1.4% | +1.1% |
| 30D | -0.2% | +6.8% | -7.0% | +0.3% |
| 3M | +6.2% | +8.1% | -1.9% | +8.0% |
| 6M | -2.6% | +14.4% | -17.0% | -4.6% |
| YTD | -30.4% | +30.0% | -60.4% | -35.6% |
| 1Y | -28.2% | +33.3% | -61.5% | -31.6% |
| All | -28.2% | +32.9% | -61.1% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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