-49.1%
JOBY vs LII
+19.4%
-68.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.8% | -8.4% | -8.7% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | +7.9% | -0.6% | +8.5% | +7.1% |
| 3M | -32.9% | -17.0% | -15.9% | -25.5% |
| 6M | -49.1% | -31.1% | -18.0% | -37.9% |
| YTD | -59.5% | -27.7% | -31.9% | -53.0% |
| 1Y | -67.2% | -26.2% | -41.1% | -62.4% |
| 3Y | +2.9% | -9.6% | +12.5% | -0.3% |
| 5Y | -41.3% | +15.7% | -57.0% | -56.5% |
| All | -49.1% | +19.4% | -68.5% | -64.2% |
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