+26.4%
SOFI vs UAL
+150.3%
-123.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.4% |
| 7D | -4.9% | -3.0% | -1.8% | -3.4% |
| 30D | +8.4% | +10.5% | -2.0% | +2.8% |
| 3M | -16.3% | -13.5% | -2.8% | -10.0% |
| 6M | +0.7% | +14.2% | -13.5% | -6.8% |
| YTD | -41.1% | -2.2% | -38.9% | -42.0% |
| 1Y | -45.7% | +12.5% | -58.2% | -50.5% |
| 3Y | +119.0% | +186.8% | -67.8% | +17.9% |
| 5Y | -32.2% | +119.4% | -151.6% | -60.9% |
| All | +26.4% | +150.3% | -123.9% | -12.8% |
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