+26.4%
SOFI vs XLE
+317.5%
-291.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.8% |
| 7D | -4.9% | +5.4% | -10.3% | -7.1% |
| 30D | +8.4% | -3.9% | +12.4% | +9.8% |
| 3M | -16.3% | +7.0% | -23.4% | -19.8% |
| 6M | +0.7% | +14.2% | -13.5% | -7.5% |
| YTD | -41.1% | +48.2% | -89.3% | -53.9% |
| 1Y | -45.7% | +47.7% | -93.4% | -57.5% |
| 3Y | +119.0% | +70.0% | +49.0% | +61.6% |
| 5Y | -32.2% | +169.1% | -201.4% | -58.1% |
| All | +26.4% | +317.5% | -291.1% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling