+89.6%
AXP vs JOBY
-40.7%
+130.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.9% | -13.1% | -2.8% |
| 7D | +0.6% | +21.0% | -20.4% | -2.1% |
| 30D | +5.8% | +3.1% | +2.7% | +5.1% |
| 3M | -6.0% | -27.9% | +21.9% | -2.3% |
| 6M | +0.3% | -43.6% | +43.9% | +6.8% |
| YTD | -12.3% | -55.1% | +42.8% | -4.7% |
| 1Y | -11.2% | -58.6% | +47.3% | -2.8% |
| 3Y | +117.0% | -0.5% | +117.5% | +94.0% |
| All | +89.6% | -40.7% | +130.3% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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