+15.4%
SOFI vs XOP
+158.8%
-143.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -4.9% | +2.6% | -7.6% | -6.2% |
| 30D | -3.5% | +9.6% | -13.1% | -7.9% |
| 3M | +3.9% | +20.4% | -16.5% | -6.6% |
| 6M | -6.5% | +19.9% | -26.4% | -17.9% |
| YTD | -33.8% | +56.4% | -90.2% | -50.7% |
| 1Y | -33.3% | +52.4% | -85.7% | -49.9% |
| 3Y | +94.6% | +39.9% | +54.7% | +52.7% |
| All | +15.4% | +158.8% | -143.4% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling