+15.4%
SOFI vs TSCO
-11.8%
+27.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +1.5% |
| 7D | -4.9% | -5.7% | +0.7% | -1.8% |
| 30D | -3.5% | -8.8% | +5.3% | +1.4% |
| 3M | +3.9% | +6.3% | -2.4% | -0.4% |
| 6M | -6.5% | -32.3% | +25.7% | +15.2% |
| YTD | -33.8% | -32.7% | -1.1% | -19.3% |
| 1Y | -33.3% | -43.7% | +10.4% | -9.2% |
| 3Y | +94.6% | -19.7% | +114.3% | +101.5% |
| All | +15.4% | -11.8% | +27.2% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TSCO.
Daily Out/Under-Performance
Portfolio return minus TSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSCO 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 TSCO 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