-32.2%
JOBY vs EIX
+22.7%
-54.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.3% |
| 7D | -8.2% | +0.8% | -9.0% | -8.4% |
| 30D | -25.1% | -18.8% | -6.3% | -20.7% |
| 3M | -28.8% | -19.7% | -9.1% | -25.0% |
| 6M | -36.1% | -18.2% | -17.9% | -33.8% |
| YTD | -52.2% | -1.7% | -50.5% | -55.2% |
| 1Y | -52.4% | +7.8% | -60.2% | -57.7% |
| 3Y | -13.6% | -5.6% | -7.9% | -16.6% |
| 5Y | -32.2% | +23.7% | -55.8% | -30.9% |
| All | -32.2% | +22.7% | -54.8% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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