-35.8%
JOBY vs LII
+33.4%
-69.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.0% | -2.6% |
| 7D | -3.4% | -0.7% | -2.7% | -3.1% |
| 30D | -13.6% | -12.6% | -1.0% | -6.2% |
| 3M | -39.5% | -24.4% | -15.1% | -29.4% |
| 6M | -31.9% | -28.7% | -3.1% | -17.9% |
| YTD | -48.9% | -19.1% | -29.8% | -44.1% |
| 1Y | -48.5% | -29.7% | -18.8% | -38.3% |
| 3Y | -8.0% | +4.8% | -12.8% | -18.6% |
| 5Y | -33.7% | +24.6% | -58.2% | -52.9% |
| All | -35.8% | +33.4% | -69.2% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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