-65.8%
JOBY vs SRE
-7.5%
-58.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +3.6% |
| 7D | -0.6% | -2.1% | +1.5% | -1.0% |
| 30D | -12.6% | +6.1% | -18.7% | -11.8% |
| 3M | -36.6% | -3.5% | -33.1% | -36.9% |
| 6M | -43.0% | -10.8% | -32.2% | -43.4% |
| YTD | -61.7% | -4.0% | -57.8% | -63.4% |
| 1Y | -65.8% | -7.7% | -58.1% | -65.9% |
| All | -65.8% | -7.5% | -58.3% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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