+49.3%
SOFI vs UAL
+155.0%
-105.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.9% |
| 7D | +0.9% | +0.7% | +0.2% | +0.5% |
| 30D | -0.2% | -16.1% | +15.9% | +9.3% |
| 3M | +6.2% | +6.1% | +0.1% | +2.7% |
| 6M | -2.6% | +10.8% | -13.4% | -9.4% |
| YTD | -30.4% | -0.4% | -30.0% | -32.0% |
| 1Y | -28.2% | +5.0% | -33.2% | -32.0% |
| 3Y | +107.3% | +124.0% | -16.7% | +26.5% |
| 5Y | +20.2% | +141.0% | -120.8% | -32.2% |
| All | +49.3% | +155.0% | -105.6% | +2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling