-53.3%
JOBY vs EXC
+3.5%
-56.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +0.9% |
| 7D | -5.2% | -1.1% | -4.1% | -5.9% |
| 30D | -19.7% | -3.6% | -16.1% | -21.8% |
| 3M | -31.7% | -4.3% | -27.5% | -33.6% |
| 6M | -37.5% | -9.9% | -27.6% | -39.0% |
| YTD | -51.6% | +1.8% | -53.4% | -52.9% |
| 1Y | -53.3% | +2.9% | -56.2% | -53.1% |
| All | -53.3% | +3.5% | -56.7% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling