+42.0%
SOFI vs XOP
+273.7%
-231.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.3% | -4.0% |
| 7D | -2.9% | +1.0% | -3.8% | -3.3% |
| 30D | -4.4% | +10.8% | -15.2% | -9.0% |
| 3M | +5.2% | +19.5% | -14.2% | -4.5% |
| 6M | -7.8% | +21.6% | -29.4% | -18.8% |
| YTD | -33.8% | +55.8% | -89.6% | -49.2% |
| 1Y | -33.3% | +54.6% | -87.9% | -48.9% |
| 3Y | +102.7% | +36.6% | +66.1% | +64.8% |
| 5Y | +10.5% | +160.6% | -150.2% | -31.5% |
| All | +42.0% | +273.7% | -231.7% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling