-36.2%
JOBY vs SOXQ
+286.7%
-322.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | -0.2% |
| 7D | -5.2% | +0.8% | -6.0% | -5.8% |
| 30D | -19.7% | -4.6% | -15.2% | -16.8% |
| 3M | -31.7% | -10.2% | -21.6% | -26.7% |
| 6M | -37.5% | +49.7% | -87.2% | -56.4% |
| YTD | -51.6% | +67.2% | -118.8% | -69.3% |
| 1Y | -53.3% | +98.0% | -151.3% | -74.3% |
| 3Y | -12.2% | +237.2% | -249.4% | -71.7% |
| 5Y | -31.3% | +261.3% | -292.6% | -78.9% |
| All | -36.2% | +286.7% | -322.9% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling