-38.9%
JOBY vs JCI
+251.3%
-290.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -5.4% |
| 7D | -5.9% | +4.1% | -9.9% | -8.8% |
| 30D | -27.1% | -3.8% | -23.3% | -25.1% |
| 3M | -30.7% | -1.6% | -29.1% | -30.1% |
| 6M | -36.1% | +9.5% | -45.6% | -41.4% |
| YTD | -51.4% | +21.7% | -73.1% | -59.6% |
| 1Y | -52.2% | +37.1% | -89.3% | -64.0% |
| 3Y | -12.1% | +165.2% | -177.2% | -60.9% |
| 5Y | -31.1% | +110.3% | -141.4% | -65.2% |
| All | -38.9% | +251.3% | -290.1% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling