+49.3%
SOFI vs XLE
+309.2%
-259.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | +0.9% | +2.2% | -1.3% | -0.2% |
| 30D | -0.2% | +11.8% | -11.9% | -5.6% |
| 3M | +6.2% | +9.8% | -3.6% | +0.7% |
| 6M | -2.6% | +15.6% | -18.1% | -11.5% |
| YTD | -30.4% | +45.3% | -75.7% | -44.6% |
| 1Y | -28.2% | +48.3% | -76.5% | -43.8% |
| 3Y | +107.3% | +55.4% | +51.8% | +60.0% |
| 5Y | +20.2% | +216.1% | -195.9% | -29.0% |
| All | +49.3% | +309.2% | -259.9% | -8.2% |
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 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