-48.5%
JOBY vs JCI
+37.7%
-86.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.9% |
| 7D | -3.4% | +3.8% | -7.3% | -5.4% |
| 30D | -13.6% | -5.7% | -7.9% | -10.9% |
| 3M | -39.5% | -1.4% | -38.1% | -39.3% |
| 6M | -31.9% | +4.1% | -36.0% | -33.8% |
| YTD | -48.9% | +21.7% | -70.7% | -54.5% |
| 1Y | -48.5% | +36.1% | -84.7% | -57.2% |
| All | -48.5% | +37.7% | -86.2% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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