-28.0%
JOBY vs WCC
+223.5%
-251.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | -1.0% |
| 7D | -5.2% | +1.4% | -6.6% | -6.0% |
| 30D | -19.7% | -2.3% | -17.5% | -18.9% |
| 3M | -31.7% | +3.7% | -35.4% | -33.7% |
| 6M | -37.5% | +34.8% | -72.3% | -48.9% |
| YTD | -51.6% | +46.1% | -97.7% | -62.5% |
| 1Y | -53.3% | +62.7% | -116.0% | -66.4% |
| 3Y | -12.2% | +133.6% | -145.8% | -51.6% |
| All | -28.0% | +223.5% | -251.6% | -68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling