+26.4%
SOFI vs DAL
+123.1%
-96.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | -4.9% | -1.1% | -3.8% | -4.2% |
| 30D | +8.4% | +12.8% | -4.4% | 0.0% |
| 3M | -16.3% | -5.3% | -11.1% | -13.4% |
| 6M | +0.7% | +22.4% | -21.6% | -12.2% |
| YTD | -41.1% | +25.6% | -66.7% | -50.3% |
| 1Y | -45.7% | +45.5% | -91.2% | -58.7% |
| 3Y | +119.0% | +161.0% | -41.9% | +6.4% |
| 5Y | -32.2% | +112.2% | -144.5% | -63.9% |
| All | +26.4% | +123.1% | -96.7% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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