+41.1%
SOFI vs XLU
+59.8%
-18.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | -7.0% | -1.2% | -5.8% | -6.3% |
| 30D | -4.3% | -2.5% | -1.7% | -2.8% |
| 3M | +8.4% | -2.7% | +11.2% | +10.0% |
| 6M | -5.9% | -7.5% | +1.5% | -1.8% |
| YTD | -34.3% | +0.9% | -35.2% | -35.8% |
| 1Y | -32.6% | +3.3% | -35.9% | -35.0% |
| 3Y | +101.3% | +47.3% | +54.0% | +58.0% |
| 5Y | +12.6% | +44.4% | -31.9% | -5.0% |
| All | +41.1% | +59.8% | -18.7% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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