+118.6%
DVN vs JOBY
-32.0%
+150.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.3% |
| 7D | +4.5% | -5.2% | +9.7% | +4.8% |
| 30D | +12.0% | -19.7% | +31.7% | +13.4% |
| 3M | +13.4% | -31.7% | +45.1% | +15.7% |
| 6M | +12.1% | -37.5% | +49.6% | +14.5% |
| YTD | +38.8% | -51.6% | +90.4% | +44.0% |
| 1Y | +46.0% | -53.3% | +99.3% | +50.7% |
| 3Y | +9.5% | -12.2% | +21.7% | 0.0% |
| All | +118.6% | -32.0% | +150.7% | +103.8% |
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