-31.1%
JOBY vs UAL
+136.8%
-167.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -5.6% |
| 7D | -5.9% | -1.1% | -4.7% | -5.3% |
| 30D | -27.1% | -13.4% | -13.7% | -21.3% |
| 3M | -30.7% | -2.3% | -28.5% | -30.4% |
| 6M | -36.1% | +13.3% | -49.4% | -41.6% |
| YTD | -51.4% | -4.2% | -47.2% | -51.5% |
| 1Y | -52.2% | +1.4% | -53.6% | -53.7% |
| 3Y | -12.1% | +125.8% | -137.9% | -50.5% |
| 5Y | -31.1% | +130.0% | -161.1% | -62.3% |
| All | -31.1% | +136.8% | -167.9% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling