-39.9%
JOBY vs LNT
+43.5%
-83.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | -8.2% | -1.1% | -7.0% | -7.9% |
| 30D | -25.1% | -1.9% | -23.1% | -24.7% |
| 3M | -28.8% | -7.2% | -21.6% | -27.8% |
| 6M | -36.1% | -3.9% | -32.2% | -36.2% |
| YTD | -52.2% | +5.9% | -58.1% | -54.0% |
| 1Y | -52.4% | +8.4% | -60.8% | -54.5% |
| 3Y | -13.6% | +46.6% | -60.2% | -25.6% |
| 5Y | -32.2% | +32.4% | -64.6% | -40.4% |
| All | -39.9% | +43.5% | -83.4% | -41.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling