-27.2%
JOBY vs LBRT
+116.2%
-143.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.5% | +0.6% |
| 7D | +2.2% | +6.9% | -4.7% | +0.7% |
| 30D | -20.8% | +7.8% | -28.6% | -22.3% |
| 3M | -29.5% | -25.3% | -4.2% | -25.8% |
| 6M | -28.4% | -19.6% | -8.8% | -26.6% |
| YTD | -48.2% | +17.2% | -65.3% | -52.1% |
| 1Y | -49.1% | +114.1% | -163.2% | -59.7% |
| 3Y | -6.3% | +27.0% | -33.3% | -18.7% |
| 5Y | -27.2% | +128.3% | -155.5% | -36.6% |
| All | -27.2% | +116.2% | -143.4% | -36.6% |
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