+399.2%
XOM vs SOFI
+37.6%
+361.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.4% |
| 7D | +4.1% | -4.9% | +9.0% | +4.3% |
| 30D | +4.6% | -3.5% | +8.0% | +4.7% |
| 3M | +14.0% | +3.9% | +10.1% | +13.5% |
| 6M | +11.0% | -6.5% | +17.5% | +10.8% |
| YTD | +40.7% | -33.8% | +74.5% | +42.9% |
| 1Y | +52.3% | -33.3% | +85.6% | +54.0% |
| 3Y | +60.5% | +94.6% | -34.1% | +50.9% |
| 5Y | +266.4% | +13.3% | +253.1% | +240.0% |
| All | +399.2% | +37.6% | +361.6% | +363.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling