+42.0%
SOFI vs XOP
+275.1%
-233.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -4.9% | +2.6% | -7.6% | -6.1% |
| 30D | -3.5% | +9.6% | -13.1% | -7.6% |
| 3M | +3.9% | +20.4% | -16.5% | -5.9% |
| 6M | -6.5% | +19.9% | -26.4% | -17.0% |
| YTD | -33.8% | +56.4% | -90.2% | -49.3% |
| 1Y | -33.3% | +52.4% | -85.7% | -48.5% |
| 3Y | +94.6% | +39.9% | +54.7% | +56.7% |
| 5Y | +13.3% | +163.7% | -150.4% | -30.0% |
| All | +42.0% | +275.1% | -233.1% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling