-33.3%
SOFI vs XLE
+52.0%
-85.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.8% |
| 7D | -4.9% | +1.7% | -6.6% | -4.3% |
| 30D | -3.5% | +6.7% | -10.2% | -1.1% |
| 3M | +3.9% | +14.9% | -11.0% | +9.5% |
| 6M | -6.5% | +15.9% | -22.4% | -3.4% |
| YTD | -33.8% | +47.7% | -81.5% | -37.4% |
| 1Y | -33.3% | +50.7% | -84.0% | -38.2% |
| All | -33.3% | +52.0% | -85.2% | -38.2% |
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