-37.2%
JOBY vs LDOS
+49.1%
-86.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.3% | +14.2% | +12.7% |
| 7D | +21.0% | -7.2% | +28.2% | +24.0% |
| 30D | +3.1% | +16.8% | -13.7% | -3.1% |
| 3M | -27.9% | -1.6% | -26.4% | -28.0% |
| 6M | -43.6% | -1.0% | -42.7% | -44.0% |
| YTD | -55.1% | -25.8% | -29.3% | -50.1% |
| 1Y | -58.6% | -31.1% | -27.5% | -52.7% |
| 3Y | -0.5% | +32.8% | -33.3% | -8.6% |
| All | -37.2% | +49.1% | -86.4% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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