-48.5%
JOBY vs EXE
+3.1%
-51.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -2.0% |
| 7D | -3.4% | -0.3% | -3.2% | -3.5% |
| 30D | -13.6% | +8.5% | -22.0% | -12.7% |
| 3M | -39.5% | +5.5% | -45.0% | -38.9% |
| 6M | -31.9% | -5.9% | -26.0% | -31.2% |
| YTD | -48.9% | -9.7% | -39.2% | -47.9% |
| 1Y | -48.5% | +3.6% | -52.1% | -42.7% |
| All | -48.5% | +3.1% | -51.6% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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