-48.5%
JOBY vs USFD
+34.2%
-82.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | -3.4% | -3.0% | -0.4% | -3.1% |
| 30D | -13.6% | +3.5% | -17.1% | -13.9% |
| 3M | -39.5% | +26.6% | -66.1% | -42.7% |
| 6M | -31.9% | +11.7% | -43.6% | -32.6% |
| YTD | -48.9% | +38.1% | -87.1% | -56.7% |
| 1Y | -48.5% | +33.4% | -81.9% | -54.0% |
| All | -48.5% | +34.2% | -82.8% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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