-34.9%
JOBY vs EIX
+25.5%
-60.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.5% | -3.0% | -0.1% |
| 7D | +2.2% | +0.9% | +1.3% | +1.8% |
| 30D | -20.8% | -13.5% | -7.3% | -18.3% |
| 3M | -29.5% | -15.3% | -14.2% | -27.2% |
| 6M | -28.4% | -15.3% | -13.0% | -26.6% |
| YTD | -48.2% | +2.7% | -50.9% | -51.9% |
| 1Y | -49.1% | +17.4% | -66.5% | -55.9% |
| 3Y | -6.3% | -1.3% | -5.0% | -10.8% |
| 5Y | -27.2% | +27.2% | -54.4% | -35.9% |
| All | -34.9% | +25.5% | -60.3% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling