+365.4%
STX vs SOFI
-25.1%
+390.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +7.9% | +6.5% |
| 7D | +2.4% | +0.9% | +1.5% | +2.2% |
| 30D | +1.4% | -0.2% | +1.6% | +1.4% |
| 3M | -8.2% | +6.2% | -14.5% | -9.1% |
| 6M | +127.0% | -2.6% | +129.6% | +123.3% |
| YTD | +209.1% | -30.4% | +239.6% | +205.2% |
| 1Y | +365.4% | -28.2% | +393.6% | +383.2% |
| All | +365.4% | -25.1% | +390.5% | +383.2% |
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