-34.9%
JOBY vs COO
-21.4%
-13.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +3.1% |
| 7D | +2.2% | -2.3% | +4.5% | +3.6% |
| 30D | -20.8% | -8.8% | -12.0% | -16.5% |
| 3M | -29.5% | +1.3% | -30.8% | -31.2% |
| 6M | -28.4% | -11.6% | -16.8% | -24.3% |
| YTD | -48.2% | -17.4% | -30.8% | -42.6% |
| 1Y | -49.1% | -1.6% | -47.5% | -50.5% |
| 3Y | -6.3% | -22.6% | +16.3% | +3.5% |
| 5Y | -27.2% | -40.3% | +13.1% | -15.0% |
| All | -34.9% | -21.4% | -13.4% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling