+42.0%
SOFI vs LUV
-8.0%
+50.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.2% |
| 7D | -4.9% | -1.0% | -4.0% | -4.4% |
| 30D | -3.5% | -12.4% | +8.9% | +4.0% |
| 3M | +3.9% | -11.0% | +14.9% | +10.8% |
| 6M | -6.5% | -5.0% | -1.6% | -4.8% |
| YTD | -33.8% | -3.8% | -30.1% | -35.1% |
| 1Y | -33.3% | +25.9% | -59.2% | -45.2% |
| 3Y | +94.6% | +42.2% | +52.4% | +37.8% |
| 5Y | +13.3% | -10.8% | +24.0% | +4.9% |
| All | +42.0% | -8.0% | +50.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 all: compounded portfolio wealth divided by compounded LUV 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…
all analysis · Full analysis span regression · 6 months rolling