-39.9%
JOBY vs PCAR
+137.0%
-176.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.1% |
| 7D | -8.2% | -1.6% | -6.6% | -7.3% |
| 30D | -25.1% | -7.3% | -17.8% | -21.4% |
| 3M | -28.8% | +7.8% | -36.6% | -32.3% |
| 6M | -36.1% | +3.6% | -39.7% | -37.9% |
| YTD | -52.2% | +12.9% | -65.1% | -56.2% |
| 1Y | -52.4% | +27.3% | -79.7% | -59.7% |
| 3Y | -13.6% | +61.9% | -75.4% | -39.0% |
| 5Y | -32.2% | +164.2% | -196.3% | -63.8% |
| All | -39.9% | +137.0% | -176.9% | -67.0% |
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