-6.0%
JOBY vs UAL
+127.4%
-133.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +2.9% |
| 7D | +2.2% | +3.5% | -1.2% | +0.4% |
| 30D | -20.8% | -16.5% | -4.4% | -13.8% |
| 3M | -29.5% | +2.8% | -32.3% | -31.0% |
| 6M | -28.4% | +17.6% | -45.9% | -35.0% |
| YTD | -48.2% | -3.2% | -45.0% | -48.5% |
| 1Y | -49.1% | +0.4% | -49.5% | -50.3% |
| All | -6.0% | +127.4% | -133.4% | -45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling