-65.7%
JOBY vs EXC
+3.6%
-69.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.2% | -3.8% |
| 7D | -14.3% | +1.4% | -15.7% | -13.4% |
| 30D | +10.2% | +8.6% | +1.6% | +17.5% |
| 3M | -38.5% | +2.4% | -40.9% | -37.8% |
| 6M | -54.1% | +6.5% | -60.5% | -51.8% |
| YTD | -61.5% | +9.0% | -70.6% | -59.6% |
| 1Y | -65.7% | +4.6% | -70.2% | -63.9% |
| All | -65.7% | +3.6% | -69.3% | -63.9% |
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