-45.7%
SOFI vs XLE
+47.6%
-93.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -0.9% |
| 7D | -4.9% | +5.4% | -10.3% | -2.4% |
| 30D | +8.4% | -3.9% | +12.4% | +6.3% |
| 3M | -16.3% | +7.0% | -23.4% | -13.8% |
| 6M | +0.7% | +14.2% | -13.5% | +7.3% |
| YTD | -41.1% | +48.2% | -89.3% | -43.4% |
| 1Y | -45.7% | +47.7% | -93.4% | -47.3% |
| All | -45.7% | +47.6% | -93.3% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling