-28.0%
JOBY vs LNT
+31.4%
-59.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -1.0% | -4.1% | -4.9% |
| 30D | -19.7% | -4.2% | -15.5% | -18.7% |
| 3M | -31.7% | -6.7% | -25.1% | -30.7% |
| 6M | -37.5% | -3.6% | -34.0% | -37.7% |
| YTD | -51.6% | +5.9% | -57.5% | -53.8% |
| 1Y | -53.3% | +7.3% | -60.5% | -55.5% |
| 3Y | -12.2% | +46.5% | -58.7% | -27.0% |
| All | -28.0% | +31.4% | -59.4% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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