-51.6%
JOBY vs PCAR
+106.9%
-158.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -5.1% |
| 7D | -14.3% | +4.9% | -19.3% | -16.8% |
| 30D | +10.2% | -1.4% | +11.6% | +10.9% |
| 3M | -38.5% | -18.1% | -20.4% | -30.5% |
| 6M | -54.1% | -4.0% | -50.1% | -53.2% |
| YTD | -61.5% | -1.5% | -60.1% | -61.7% |
| 1Y | -65.7% | +13.2% | -78.8% | -68.8% |
| 3Y | -7.0% | +35.8% | -42.8% | -27.0% |
| 5Y | -44.2% | +114.6% | -158.8% | -66.5% |
| All | -51.6% | +106.9% | -158.5% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 10y: compounded portfolio wealth divided by compounded PCAR 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…
10y analysis · Full analysis span regression · 6 months rolling