PLTU vs. SOFI
PLTU (Direxion Daily PLTR Bull 2X Shares) is Leveraged Equities fund actively managed by Direxion, while SOFI (SoFi Technologies, Inc.) is a stock. Over the past year, PLTU returned -39.70% vs 17.67% for SOFI. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
PLTU vs. SOFI - Performance Comparison
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Returns By Period
In the year-to-date period, PLTU achieves a -57.19% return, which is significantly lower than SOFI's -36.67% return.
PLTU
- 1D
- -4.72%
- 1M
- -11.89%
- YTD
- -57.19%
- 6M
- -60.46%
- 1Y
- -39.70%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOFI
- 1D
- -0.54%
- 1M
- 6.21%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 17.67%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
PLTU vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
PLTU Direxion Daily PLTR Bull 2X Shares | -57.19% | 223.17% | 14.77% |
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 0.72% |
Correlation
The correlation between PLTU and SOFI is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.56 |
The correlation between PLTU and SOFI has been stable across timeframes, ranging from 0.49 to 0.56 - a consistent structural relationship.
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Return for Risk
PLTU vs. SOFI — Risk / Return Rank
PLTU
SOFI
PLTU vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily PLTR Bull 2X Shares (PLTU) and SoFi Technologies, Inc. (SOFI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLTU | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.08 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 0.21 | -0.75 |
| Martin ratioReturn relative to average drawdown | -0.92 | 0.39 | -1.32 |
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Drawdowns
PLTU vs. SOFI - Drawdown Comparison
The maximum PLTU drawdown since its inception was -70.23%, smaller than the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for PLTU and SOFI.
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Drawdown Indicators
| PLTU | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.23% | -83.32% | +13.09% |
Max Drawdown (1Y)Largest decline over 1 year | -70.23% | -52.96% | -17.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -52.96% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -81.54% | — |
Current DrawdownCurrent decline from peak | -70.23% | -48.53% | -21.70% |
Average DrawdownAverage peak-to-trough decline | -32.47% | -51.20% | +18.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.00% | 28.88% | +12.12% |
Volatility
PLTU vs. SOFI - Volatility Comparison
Direxion Daily PLTR Bull 2X Shares (PLTU) has a higher volatility of 33.89% compared to SoFi Technologies, Inc. (SOFI) at 17.35%. This indicates that PLTU's price experiences larger fluctuations and is considered to be riskier than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTU | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 33.89% | 17.35% | +16.54% |
Volatility (6M)Calculated over the trailing 6-month period | 77.20% | 38.57% | +38.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.37% | 56.54% | +44.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 126.48% | 66.69% | +59.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 126.48% | 71.92% | +54.56% |
Dividends
PLTU vs. SOFI - Dividend Comparison
PLTU's dividend yield for the trailing twelve months is around 55.54%, while SOFI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
PLTU Direxion Daily PLTR Bull 2X Shares | 55.54% | 23.29% | 0.12% |
SOFI SoFi Technologies, Inc. | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PLTU and SOFI have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTU has higher volatility (33.89%) compared to SOFI (17.35%). In terms of maximum drawdown, PLTU dropped -70.23% vs SOFI's -83.32%.
SOFI currently has the higher Sharpe Ratio (0.20 vs -0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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