-39.1%
JOBY vs SCCO
+364.3%
-403.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -5.2% | -2.7% | -2.5% | -4.2% |
| 30D | -19.7% | -0.7% | -19.0% | -20.0% |
| 3M | -31.7% | +8.1% | -39.8% | -34.7% |
| 6M | -37.5% | +4.1% | -41.6% | -39.1% |
| YTD | -51.6% | +41.1% | -92.7% | -59.5% |
| 1Y | -53.3% | +95.6% | -148.8% | -66.1% |
| 3Y | -12.2% | +179.3% | -191.5% | -46.7% |
| 5Y | -31.3% | +308.3% | -339.6% | -63.7% |
| All | -39.1% | +364.3% | -403.5% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling