+52.6%
XOM vs SOFI
-40.7%
+93.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.6% | -8.3% | -4.2% |
| 7D | -7.0% | +1.4% | -8.4% | -6.8% |
| 30D | +3.2% | +9.2% | -6.0% | +4.7% |
| 3M | +10.7% | -7.1% | +17.7% | +10.6% |
| 6M | +11.6% | +7.3% | +4.3% | +13.3% |
| YTD | +43.5% | -33.6% | +77.1% | +47.5% |
| 1Y | +52.6% | -40.8% | +93.4% | +56.7% |
| All | +52.6% | -40.7% | +93.3% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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