+42.0%
SOFI vs XLK
+199.4%
-157.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -1.1% |
| 7D | -4.9% | +0.2% | -5.1% | -5.2% |
| 30D | -3.5% | -0.6% | -2.8% | -2.6% |
| 3M | +3.9% | +2.6% | +1.3% | -0.4% |
| 6M | -6.5% | +34.0% | -40.5% | -38.4% |
| YTD | -33.8% | +30.7% | -64.5% | -54.9% |
| 1Y | -33.3% | +39.2% | -72.5% | -57.7% |
| 3Y | +94.6% | +120.4% | -25.8% | -33.3% |
| 5Y | +13.3% | +148.8% | -135.5% | -64.8% |
| All | +42.0% | +199.4% | -157.4% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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