+10.5%
SOFI vs UAL
+136.8%
-126.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.2% |
| 7D | -2.9% | -1.1% | -1.7% | -2.3% |
| 30D | -4.4% | -13.4% | +9.1% | +3.7% |
| 3M | +5.2% | -2.3% | +7.5% | +6.3% |
| 6M | -7.8% | +13.3% | -21.1% | -15.8% |
| YTD | -33.8% | -4.2% | -29.6% | -34.2% |
| 1Y | -33.3% | +1.4% | -34.7% | -36.0% |
| 3Y | +102.7% | +125.8% | -23.1% | +14.4% |
| 5Y | +10.5% | +130.0% | -119.5% | -42.3% |
| All | +10.5% | +136.8% | -126.3% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling