+14.1%
JOBY vs PCAR
+36.7%
-22.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | +22.1% | +3.8% | +18.2% | +19.0% |
| 30D | +8.8% | -2.0% | +10.8% | +9.8% |
| 3M | -32.8% | -19.1% | -13.7% | -23.7% |
| 6M | -45.5% | -6.8% | -38.7% | -43.6% |
| YTD | -55.2% | -2.5% | -52.7% | -55.2% |
| 1Y | -62.5% | +9.7% | -72.1% | -65.3% |
| 3Y | +14.1% | +34.0% | -19.9% | -21.4% |
| All | +14.1% | +36.7% | -22.6% | -21.4% |
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