-13.3%
JOBY vs WCC
+121.8%
-135.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | +0.4% |
| 7D | -8.2% | +1.7% | -9.8% | -9.3% |
| 30D | -25.1% | -6.1% | -19.0% | -22.2% |
| 3M | -28.8% | +3.1% | -31.9% | -30.7% |
| 6M | -36.1% | +28.2% | -64.4% | -46.7% |
| YTD | -52.2% | +41.1% | -93.3% | -62.7% |
| 1Y | -52.4% | +61.3% | -113.7% | -66.3% |
| All | -13.3% | +121.8% | -135.1% | -56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling