-36.7%
JOBY vs PCAR
+118.9%
-155.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -2.2% |
| 7D | +16.4% | +2.2% | +14.2% | +14.5% |
| 30D | +14.4% | +0.3% | +14.1% | +13.8% |
| 3M | -30.2% | -17.9% | -12.2% | -20.9% |
| 6M | -45.3% | -3.4% | -41.8% | -44.5% |
| YTD | -55.5% | -0.1% | -55.4% | -56.2% |
| 1Y | -64.0% | +13.4% | -77.4% | -67.6% |
| 3Y | +13.3% | +37.2% | -23.9% | -13.8% |
| 5Y | -36.7% | +117.3% | -154.1% | -63.3% |
| All | -36.7% | +118.9% | -155.6% | -63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling