+1,376.8%
STX vs SOFI
+100.3%
+1,276.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.7% | -1.3% |
| 7D | +9.6% | -2.9% | +12.4% | +10.1% |
| 30D | +10.6% | -4.4% | +15.0% | +11.4% |
| 3M | +4.8% | +5.2% | -0.4% | +3.4% |
| 6M | +137.3% | -7.8% | +145.0% | +137.7% |
| YTD | +222.5% | -33.8% | +256.3% | +240.9% |
| 1Y | +366.2% | -33.3% | +399.5% | +386.4% |
| All | +1,376.8% | +100.3% | +1,276.5% | +1,130.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling