+485.7%
DVN vs JOBY
-41.4%
+527.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.3% |
| 7D | +4.5% | -5.2% | +9.7% | +4.9% |
| 30D | +12.0% | -19.7% | +31.7% | +13.6% |
| 3M | +13.4% | -31.7% | +45.1% | +15.9% |
| 6M | +12.1% | -37.5% | +49.6% | +14.6% |
| YTD | +38.8% | -51.6% | +90.4% | +44.3% |
| 1Y | +46.0% | -53.3% | +99.3% | +51.0% |
| 3Y | +9.5% | -12.2% | +21.7% | +0.1% |
| 5Y | +125.3% | -31.3% | +156.6% | +102.4% |
| All | +485.7% | -41.4% | +527.1% | +447.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling