The total return over the past 12 months is -23.49% vs. +17.77% for the S&P 500. So far it's up -37.13% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (23.49%) | +20.31% | +0.95% | N/A | N/A | N/A |
| Total Return CAGR | (23.49%) | +20.31% | +0.95% | N/A | N/A | N/A |
| Revenue CAGR | +32.11% | +36.60% | +43.20% | N/A | N/A | N/A |
| Net Income CAGR | +19.76% | +32.79% | +32.79% | N/A | N/A | N/A |
| EPS CAGR | (8.70%) | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
SoFi Technologies, Inc. (SOFI)
| Year | Start Value | End Value | SOFI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 249.81 | 157.06 | (37.13%) | +8.94% | (46.07%) |
| 2025 | 146.95 | 249.81 | +70.00% | +17.72% | +52.28% |
| 2024 | 94.94 | 146.95 | +54.77% | +24.89% | +29.88% |
| 2023 | 43.99 | 94.94 | +115.84% | +26.19% | +89.65% |
| 2022 | 150.86 | 43.99 | (70.84%) | (18.17%) | (52.67%) |
| 2021 | 118.70 | 150.86 | +27.09% | +28.74% | (1.65%) |
