-39.1%
JOBY vs COO
-37.4%
-1.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.5% |
| 7D | -5.2% | -22.5% | +17.3% | +9.1% |
| 30D | -19.7% | -29.7% | +10.0% | -2.2% |
| 3M | -31.7% | -20.1% | -11.6% | -24.0% |
| 6M | -37.5% | -26.9% | -10.6% | -27.1% |
| YTD | -51.6% | -34.2% | -17.4% | -39.2% |
| 1Y | -53.3% | -21.3% | -32.0% | -48.7% |
| 3Y | -12.2% | -38.7% | +26.4% | +10.2% |
| 5Y | -31.3% | -52.2% | +20.9% | -9.1% |
| All | -39.1% | -37.4% | -1.7% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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