-27.2%
JOBY vs PCAR
+168.7%
-196.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.2% | +2.6% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | -20.8% | -7.7% | -13.1% | -16.7% |
| 3M | -29.5% | +3.7% | -33.2% | -31.3% |
| 6M | -28.4% | +2.3% | -30.7% | -29.9% |
| YTD | -48.2% | +12.8% | -61.0% | -52.6% |
| 1Y | -49.1% | +27.8% | -76.8% | -57.2% |
| 3Y | -6.3% | +61.8% | -68.1% | -35.1% |
| 5Y | -27.2% | +168.2% | -195.4% | -60.5% |
| All | -27.2% | +168.7% | -196.0% | -60.5% |
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 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