-12.2%
JOBY vs JCI
+165.4%
-177.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -1.0% | -0.5% |
| 7D | -5.2% | +0.7% | -5.9% | -5.7% |
| 30D | -19.7% | -4.4% | -15.3% | -17.0% |
| 3M | -31.7% | +1.7% | -33.4% | -32.9% |
| 6M | -37.5% | +8.8% | -46.3% | -42.5% |
| YTD | -51.6% | +22.6% | -74.2% | -60.4% |
| 1Y | -53.3% | +36.2% | -89.5% | -65.2% |
| 3Y | -12.2% | +168.0% | -180.2% | -62.8% |
| All | -12.2% | +165.4% | -177.6% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling