-34.9%
JOBY vs EXR
+45.2%
-80.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +2.2% | -0.7% | +2.9% | +2.6% |
| 30D | -20.8% | -6.9% | -13.9% | -17.9% |
| 3M | -29.5% | -3.0% | -26.5% | -29.1% |
| 6M | -28.4% | -2.9% | -25.4% | -28.1% |
| YTD | -48.2% | +9.3% | -57.5% | -51.2% |
| 1Y | -49.1% | -0.9% | -48.1% | -49.8% |
| 3Y | -6.3% | +24.7% | -31.0% | -19.0% |
| 5Y | -27.2% | -11.7% | -15.5% | -26.5% |
| All | -34.9% | +45.2% | -80.1% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling