-12.2%
JOBY vs LULU
-75.0%
+62.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.5% |
| 7D | -5.2% | -1.6% | -3.6% | -4.6% |
| 30D | -19.7% | -18.1% | -1.6% | -14.9% |
| 3M | -31.7% | -18.8% | -13.0% | -27.7% |
| 6M | -37.5% | -39.2% | +1.7% | -26.8% |
| YTD | -51.6% | -52.4% | +0.8% | -38.5% |
| 1Y | -53.3% | -40.3% | -13.0% | -45.6% |
| 3Y | -12.2% | -75.1% | +62.9% | +27.2% |
| All | -12.2% | -75.0% | +62.8% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling