-65.8%
JOBY vs STLD
+59.7%
-125.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.0% | +7.2% | +5.0% |
| 7D | -0.6% | -3.9% | +3.4% | +0.5% |
| 30D | -12.6% | -0.4% | -12.2% | -12.7% |
| 3M | -36.6% | -9.2% | -27.4% | -34.7% |
| 6M | -43.0% | +5.0% | -48.0% | -45.1% |
| YTD | -61.7% | +42.8% | -104.5% | -66.8% |
| 1Y | -65.8% | +60.1% | -125.9% | -74.6% |
| All | -65.8% | +59.7% | -125.5% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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