-32.2%
JOBY vs EL
-69.5%
+37.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -0.7% |
| 7D | -8.2% | -4.4% | -3.8% | -6.4% |
| 30D | -25.1% | +10.3% | -35.3% | -28.7% |
| 3M | -28.8% | +13.4% | -42.1% | -33.1% |
| 6M | -36.1% | +3.1% | -39.2% | -38.1% |
| YTD | -52.2% | -6.9% | -45.3% | -52.2% |
| 1Y | -52.4% | +11.9% | -64.3% | -56.2% |
| 3Y | -13.6% | -33.8% | +20.2% | -6.5% |
| 5Y | -32.2% | -69.0% | +36.8% | +16.9% |
| All | -32.2% | -69.5% | +37.3% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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