+42.0%
SOFI vs XLE
+316.1%
-274.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -4.9% | +1.7% | -6.6% | -5.7% |
| 30D | -3.5% | +6.7% | -10.2% | -6.6% |
| 3M | +3.9% | +14.9% | -11.0% | -3.7% |
| 6M | -6.5% | +15.9% | -22.4% | -15.1% |
| YTD | -33.8% | +47.7% | -81.5% | -47.7% |
| 1Y | -33.3% | +50.7% | -84.0% | -48.1% |
| 3Y | +94.6% | +57.9% | +36.7% | +49.2% |
| 5Y | +13.3% | +227.0% | -213.7% | -33.9% |
| All | +42.0% | +316.1% | -274.2% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 10y: compounded portfolio wealth divided by compounded XLE 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…
10y analysis · Full analysis span regression · 6 months rolling