+93.4%
SOFI vs XLE
+54.2%
+39.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -7.0% | +0.5% | -7.5% | -7.3% |
| 30D | -4.3% | +6.6% | -10.8% | -8.1% |
| 3M | +8.4% | +12.3% | -3.8% | -0.1% |
| 6M | -5.9% | +18.4% | -24.3% | -19.4% |
| YTD | -34.3% | +47.2% | -81.5% | -54.5% |
| 1Y | -32.6% | +50.3% | -82.8% | -54.7% |
| All | +93.4% | +54.2% | +39.2% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling