-39.1%
JOBY vs JBLU
-70.5%
+31.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.2% |
| 7D | -5.2% | -5.0% | -0.2% | -3.5% |
| 30D | -19.7% | -23.9% | +4.2% | -12.1% |
| 3M | -31.7% | -11.6% | -20.1% | -29.7% |
| 6M | -37.5% | -0.2% | -37.3% | -39.6% |
| YTD | -51.6% | -3.3% | -48.3% | -53.4% |
| 1Y | -53.3% | -15.4% | -37.9% | -53.0% |
| 3Y | -12.2% | -14.7% | +2.5% | -30.0% |
| 5Y | -31.3% | -70.0% | +38.7% | -11.0% |
| All | -39.1% | -70.5% | +31.3% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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