-36.1%
JOBY vs EXEL
+42.2%
-78.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.1% | -7.3% | -6.7% |
| 7D | -5.9% | -0.3% | -5.5% | -5.8% |
| 30D | -27.1% | +10.1% | -37.3% | -30.9% |
| 3M | -30.7% | +10.1% | -40.8% | -35.8% |
| 6M | -36.1% | +37.7% | -73.7% | -52.6% |
| All | -36.1% | +42.2% | -78.3% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 6mo: compounded portfolio wealth divided by compounded EXEL 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…
6mo analysis · Full analysis span regression · 6 months rolling