-65.8%
JOBY vs LULU
-31.7%
-34.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.8% | -0.7% | +2.5% |
| 7D | -0.6% | +6.5% | -7.1% | -2.7% |
| 30D | -12.6% | +20.3% | -32.9% | -18.0% |
| 3M | -36.6% | -8.9% | -27.7% | -35.3% |
| 6M | -43.0% | -13.1% | -29.9% | -40.5% |
| YTD | -61.7% | -46.1% | -15.7% | -53.9% |
| 1Y | -65.8% | -30.3% | -35.5% | -64.8% |
| All | -65.8% | -31.7% | -34.1% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 1y: compounded portfolio wealth divided by compounded LULU 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…
1y analysis · Full analysis span regression · 6 months rolling