-64.7%
JOBY vs SOXQ
+29.4%
-94.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -12.1% | +17.1% | +13.2% |
| 7D | +4.3% | -21.6% | +25.9% | +22.3% |
| 30D | -8.3% | -31.7% | +23.4% | +19.6% |
| 3M | -32.1% | -24.8% | -7.3% | -18.7% |
| 6M | -38.9% | -17.7% | -21.3% | -34.6% |
| YTD | -59.8% | +27.7% | -87.6% | -72.4% |
| 1Y | -64.7% | +26.0% | -90.7% | -75.5% |
| All | -64.7% | +29.4% | -94.1% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling