-45.7%
SOFI vs UAL
+10.5%
-56.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.5% |
| 7D | -4.9% | -3.0% | -1.8% | -3.5% |
| 30D | +8.4% | +10.5% | -2.0% | +3.3% |
| 3M | -16.3% | -13.5% | -2.8% | -11.0% |
| 6M | +0.7% | +14.2% | -13.5% | -4.5% |
| YTD | -41.1% | -2.2% | -38.9% | -40.9% |
| 1Y | -45.7% | +12.5% | -58.2% | -49.6% |
| All | -45.7% | +10.5% | -56.2% | -49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling