-48.5%
JOBY vs EXPD
+57.8%
-106.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.0% |
| 7D | -3.4% | -1.1% | -2.3% | -3.4% |
| 30D | -13.6% | +4.1% | -17.7% | -13.8% |
| 3M | -39.5% | +17.9% | -57.4% | -40.4% |
| 6M | -31.9% | +29.2% | -61.1% | -33.5% |
| YTD | -48.9% | +27.4% | -76.3% | -49.8% |
| 1Y | -48.5% | +56.8% | -105.4% | -46.3% |
| All | -48.5% | +57.8% | -106.4% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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