+357.4%
SOXL vs SOFI
-25.1%
+382.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.6% | +11.4% | +11.3% |
| 7D | +5.3% | +0.9% | +4.4% | +4.2% |
| 30D | -11.2% | -0.2% | -11.0% | -11.1% |
| 3M | -55.4% | +6.2% | -61.6% | -56.1% |
| 6M | +107.1% | -2.6% | +109.7% | +108.6% |
| YTD | +179.0% | -30.4% | +209.4% | +258.7% |
| 1Y | +357.4% | -28.2% | +385.6% | +524.5% |
| All | +357.4% | -25.1% | +382.5% | +524.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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