-12.2%
JOBY vs COPX
+149.4%
-161.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -2.3% | -2.8% | -4.0% |
| 30D | -19.7% | +0.3% | -20.0% | -20.5% |
| 3M | -31.7% | +6.8% | -38.5% | -35.4% |
| 6M | -37.5% | +7.9% | -45.5% | -41.1% |
| YTD | -51.6% | +23.7% | -75.3% | -59.3% |
| 1Y | -53.3% | +71.5% | -124.8% | -68.8% |
| 3Y | -12.2% | +149.1% | -161.3% | -63.5% |
| All | -12.2% | +149.4% | -161.6% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 3y: compounded portfolio wealth divided by compounded COPX 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…
3y analysis · Full analysis span regression · 6 months rolling