+55.9%
SOXL vs SOFI
-40.7%
+96.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.6% | -12.4% | -12.2% |
| 7D | -37.9% | +1.4% | -39.3% | -38.2% |
| 30D | -59.4% | +9.2% | -68.6% | -62.0% |
| 3M | -52.3% | -7.1% | -45.2% | -48.6% |
| 6M | -47.7% | +7.3% | -55.0% | -49.3% |
| YTD | +58.8% | -33.6% | +92.4% | +112.1% |
| 1Y | +55.9% | -40.8% | +96.7% | +131.5% |
| All | +55.9% | -40.7% | +96.6% | +131.5% |
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