-35.9%
JOBY vs LBRT
+13.8%
-49.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -3.5% |
| 7D | +22.1% | -15.7% | +37.7% | +25.9% |
| 30D | +8.8% | -34.3% | +43.1% | +18.4% |
| 3M | -32.8% | -40.6% | +7.8% | -25.6% |
| 6M | -45.5% | -62.0% | +16.5% | -33.8% |
| YTD | -55.2% | -31.6% | -23.5% | -54.1% |
| 1Y | -62.5% | -25.8% | -36.7% | -62.4% |
| 3Y | +14.1% | -30.4% | +44.4% | +10.3% |
| 5Y | -35.9% | +18.7% | -54.6% | -44.3% |
| All | -35.9% | +13.8% | -49.7% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 5y: compounded portfolio wealth divided by compounded LBRT 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…
5y analysis · Full analysis span regression · 6 months rolling