+309.6%
SOXL vs SOFI
+37.6%
+272.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.6% | +4.8% |
| 7D | +3.9% | -4.9% | +8.8% | +7.4% |
| 30D | -14.3% | -3.5% | -10.9% | -12.4% |
| 3M | -45.6% | +3.9% | -49.5% | -46.3% |
| 6M | +117.2% | -6.5% | +123.7% | +130.4% |
| YTD | +189.8% | -33.8% | +223.7% | +283.0% |
| 1Y | +317.7% | -33.3% | +351.0% | +453.1% |
| 3Y | +478.6% | +94.6% | +384.0% | +307.2% |
| 5Y | +169.5% | +13.3% | +156.2% | +119.5% |
| All | +309.6% | +37.6% | +272.0% | +211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling