-39.1%
JOBY vs WCC
+526.5%
-565.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.5% | -1.0% |
| 7D | -5.2% | +1.5% | -6.7% | -6.1% |
| 30D | -19.7% | -2.1% | -17.6% | -19.0% |
| 3M | -31.7% | +3.8% | -35.6% | -33.6% |
| 6M | -37.5% | +35.0% | -72.5% | -48.3% |
| YTD | -51.6% | +46.4% | -97.9% | -61.8% |
| 1Y | -53.3% | +63.0% | -116.3% | -65.6% |
| 3Y | -12.2% | +133.9% | -146.2% | -49.1% |
| 5Y | -31.3% | +226.5% | -257.8% | -67.6% |
| All | -39.1% | +526.5% | -565.6% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling