-48.5%
JOBY vs LUV
+24.6%
-73.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -2.6% |
| 7D | -3.4% | +0.4% | -3.9% | -3.6% |
| 30D | -13.6% | -18.4% | +4.8% | -8.3% |
| 3M | -39.5% | -3.2% | -36.3% | -38.9% |
| 6M | -31.9% | -14.8% | -17.0% | -31.1% |
| YTD | -48.9% | -2.9% | -46.1% | -47.4% |
| 1Y | -48.5% | +29.6% | -78.1% | -56.9% |
| All | -48.5% | +24.6% | -73.1% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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