-65.8%
JOBY vs UAL
+22.8%
-88.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.0% | -3.9% | -0.1% |
| 7D | -0.6% | +11.9% | -12.5% | -6.6% |
| 30D | -12.6% | +5.2% | -17.9% | -15.2% |
| 3M | -36.6% | -12.7% | -23.9% | -32.4% |
| 6M | -43.0% | +28.5% | -71.5% | -50.8% |
| YTD | -61.7% | +3.5% | -65.3% | -63.8% |
| 1Y | -65.8% | +27.5% | -93.3% | -72.2% |
| All | -65.8% | +22.8% | -88.6% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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