-44.0%
JOBY vs PCAR
+109.8%
-153.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -2.2% |
| 7D | +16.4% | +2.2% | +14.2% | +14.6% |
| 30D | +14.4% | +0.3% | +14.1% | +13.8% |
| 3M | -30.2% | -17.9% | -12.2% | -21.2% |
| 6M | -45.3% | -3.4% | -41.8% | -44.5% |
| YTD | -55.5% | -0.1% | -55.4% | -56.1% |
| 1Y | -64.0% | +13.4% | -77.4% | -67.4% |
| 3Y | +13.3% | +37.2% | -23.9% | -11.7% |
| 5Y | -36.7% | +117.3% | -154.1% | -62.3% |
| All | -44.0% | +109.8% | -153.8% | -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