-46.7%
SOFI vs JBLU
-15.1%
-31.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -2.0% | -5.7% | -7.1% |
| 7D | -8.9% | +14.4% | -23.3% | -12.7% |
| 30D | +1.8% | -13.4% | +15.2% | +3.5% |
| 3M | -12.1% | -45.1% | +33.0% | -0.2% |
| 6M | +0.1% | -27.9% | +28.0% | +6.3% |
| YTD | -38.7% | -23.3% | -15.4% | -39.0% |
| 1Y | -46.7% | -18.6% | -28.0% | -50.3% |
| All | -46.7% | -15.1% | -31.6% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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