-39.1%
JOBY vs LULU
-71.8%
+32.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.3% |
| 7D | -5.2% | -1.6% | -3.6% | -4.5% |
| 30D | -19.7% | -18.1% | -1.6% | -13.5% |
| 3M | -31.7% | -18.8% | -13.0% | -26.6% |
| 6M | -37.5% | -39.2% | +1.7% | -23.6% |
| YTD | -51.6% | -52.4% | +0.8% | -34.0% |
| 1Y | -53.3% | -40.3% | -13.0% | -43.4% |
| 3Y | -12.2% | -75.1% | +62.9% | +50.0% |
| 5Y | -31.3% | -76.7% | +45.5% | +10.4% |
| All | -39.1% | -71.8% | +32.7% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling