-28.0%
JOBY vs EXPE
+92.3%
-120.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.7% |
| 7D | -5.2% | -5.8% | +0.6% | -3.0% |
| 30D | -19.7% | -13.6% | -6.1% | -15.2% |
| 3M | -31.7% | +25.2% | -56.9% | -39.6% |
| 6M | -37.5% | +22.3% | -59.9% | -44.8% |
| YTD | -51.6% | -0.3% | -51.3% | -54.1% |
| 1Y | -53.3% | +27.8% | -81.1% | -61.5% |
| 3Y | -12.2% | +162.4% | -174.7% | -53.2% |
| All | -28.0% | +92.3% | -120.4% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 5y: compounded portfolio wealth divided by compounded EXPE 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…
5y analysis · Full analysis span regression · 6 months rolling