-43.5%
JOBY vs LDOS
+52.0%
-95.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.0% |
| 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% | -50.3% |
| 1Y | -58.6% | -31.1% | -27.5% | -52.9% |
| 3Y | -0.5% | +32.8% | -33.3% | -9.7% |
| 5Y | -40.5% | +49.4% | -89.8% | -47.7% |
| All | -43.5% | +52.0% | -95.5% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling