+60.5%
XOM vs SOFI
+100.2%
-39.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.4% |
| 7D | +4.1% | -4.9% | +9.0% | +4.2% |
| 30D | +4.6% | -3.5% | +8.0% | +4.6% |
| 3M | +14.0% | +3.9% | +10.1% | +13.5% |
| 6M | +11.0% | -6.5% | +17.5% | +10.9% |
| YTD | +40.7% | -33.8% | +74.5% | +43.9% |
| 1Y | +52.3% | -33.3% | +85.6% | +54.7% |
| 3Y | +60.5% | +94.6% | -34.1% | +43.0% |
| All | +60.5% | +100.2% | -39.8% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling