-32.2%
JOBY vs COO
-51.8%
+19.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -14.7% | +13.0% | +7.6% |
| 7D | -8.2% | -23.3% | +15.2% | +7.9% |
| 30D | -25.1% | -29.5% | +4.4% | -7.1% |
| 3M | -28.8% | -20.0% | -8.8% | -20.0% |
| 6M | -36.1% | -27.2% | -8.9% | -24.1% |
| YTD | -52.2% | -33.9% | -18.3% | -38.8% |
| 1Y | -52.4% | -19.9% | -32.5% | -48.1% |
| 3Y | -13.6% | -38.1% | +24.5% | +9.0% |
| 5Y | -32.2% | -52.0% | +19.8% | +9.6% |
| All | -32.2% | -51.8% | +19.6% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling