+28.1%
SOFI vs UAL
+154.7%
-126.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.0% | +2.1% | -0.8% |
| 7D | -2.6% | +0.7% | -3.2% | -3.0% |
| 30D | +2.6% | +7.8% | -5.2% | -1.4% |
| 3M | -12.9% | -11.1% | -1.8% | -7.6% |
| 6M | -1.7% | +16.1% | -17.8% | -9.8% |
| YTD | -40.3% | -0.5% | -39.8% | -41.8% |
| 1Y | -51.5% | +11.3% | -62.8% | -55.5% |
| 3Y | +125.2% | +192.8% | -67.6% | +20.0% |
| 5Y | -31.3% | +123.3% | -154.6% | -60.8% |
| All | +28.1% | +154.7% | -126.6% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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