-35.8%
JOBY vs PCAR
+141.1%
-176.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -2.0% |
| 7D | -3.4% | -0.5% | -2.9% | -3.1% |
| 30D | -13.6% | -6.2% | -7.4% | -10.0% |
| 3M | -39.5% | +5.9% | -45.4% | -41.8% |
| 6M | -31.9% | +0.4% | -32.2% | -32.4% |
| YTD | -48.9% | +14.8% | -63.8% | -53.7% |
| 1Y | -48.5% | +30.1% | -78.7% | -57.0% |
| 3Y | -8.0% | +66.7% | -74.7% | -36.3% |
| 5Y | -33.7% | +166.1% | -199.8% | -64.8% |
| All | -35.8% | +141.1% | -176.9% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling