-28.2%
SOFI vs XLY
-0.5%
-27.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | +0.3% |
| 7D | +0.9% | -2.0% | +2.8% | +3.8% |
| 30D | -0.2% | -3.1% | +3.0% | +4.4% |
| 3M | +6.2% | -1.8% | +8.0% | +9.3% |
| 6M | -2.6% | -0.9% | -1.7% | -0.6% |
| YTD | -30.4% | -3.4% | -27.0% | -26.0% |
| 1Y | -28.2% | -1.5% | -26.7% | -25.4% |
| All | -28.2% | -0.5% | -27.7% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 1y: compounded portfolio wealth divided by compounded XLY 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…
1y analysis · Full analysis span regression · 6 months rolling