-49.1%
JOBY vs UAL
+165.5%
-214.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -6.0% | -3.2% | -6.1% |
| 7D | +0.8% | +0.7% | +0.1% | +0.6% |
| 30D | +7.9% | +7.8% | +0.1% | +3.6% |
| 3M | -32.9% | -11.1% | -21.8% | -29.1% |
| 6M | -49.1% | +16.1% | -65.2% | -53.5% |
| YTD | -59.5% | -0.5% | -59.0% | -60.5% |
| 1Y | -67.2% | +11.3% | -78.5% | -69.7% |
| 3Y | +2.9% | +192.8% | -190.0% | -45.3% |
| 5Y | -41.3% | +123.3% | -164.6% | -65.7% |
| All | -49.1% | +165.5% | -214.7% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling