+16.6%
JOBY vs PCAR
+36.1%
-19.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +2.0% |
| 7D | +28.5% | +2.9% | +25.6% | +26.0% |
| 30D | +13.6% | -2.1% | +15.7% | +14.8% |
| 3M | -28.5% | -20.4% | -8.1% | -18.0% |
| 6M | -43.1% | -7.0% | -36.2% | -41.0% |
| YTD | -53.2% | -2.6% | -50.5% | -53.2% |
| 1Y | -58.5% | +9.8% | -68.3% | -61.6% |
| 3Y | +16.6% | +37.3% | -20.7% | -16.5% |
| All | +16.6% | +36.1% | -19.5% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling