+325.3%
STX vs SOFI
-32.8%
+358.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.4% | -3.8% |
| 7D | -2.3% | -4.9% | +2.7% | -1.6% |
| 30D | -5.5% | -3.5% | -2.0% | -5.0% |
| 3M | -4.3% | +3.9% | -8.2% | -4.7% |
| 6M | +115.6% | -6.5% | +122.1% | +113.3% |
| YTD | +202.2% | -33.8% | +236.0% | +200.0% |
| 1Y | +325.3% | -33.3% | +358.6% | +346.6% |
| All | +325.3% | -32.8% | +358.1% | +346.6% |
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 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