-13.3%
JOBY vs LPLA
+43.8%
-57.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -8.2% | -3.7% | -4.5% | -7.0% |
| 30D | -25.1% | -6.4% | -18.7% | -23.4% |
| 3M | -28.8% | +20.2% | -49.0% | -34.0% |
| 6M | -36.1% | +12.8% | -49.0% | -39.6% |
| YTD | -52.2% | -2.5% | -49.7% | -51.8% |
| 1Y | -52.4% | +1.9% | -54.4% | -52.6% |
| All | -13.3% | +43.8% | -57.2% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 3y: compounded portfolio wealth divided by compounded LPLA 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…
3y analysis · Full analysis span regression · 6 months rolling