-53.3%
JOBY vs UAL
+0.8%
-54.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.9% | -0.6% |
| 7D | -5.2% | -1.4% | -3.8% | -4.5% |
| 30D | -19.7% | -12.2% | -7.5% | -13.5% |
| 3M | -31.7% | -2.5% | -29.3% | -31.3% |
| 6M | -37.5% | +21.1% | -58.6% | -46.2% |
| YTD | -51.6% | -1.8% | -49.8% | -52.4% |
| 1Y | -53.3% | +0.4% | -53.7% | -54.4% |
| All | -53.3% | +0.8% | -54.1% | -54.4% |
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