-39.9%
JOBY vs WCN
+51.5%
-91.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | -8.2% | -4.4% | -3.7% | -6.9% |
| 30D | -25.1% | -4.4% | -20.6% | -24.0% |
| 3M | -28.8% | +0.5% | -29.3% | -29.8% |
| 6M | -36.1% | -3.3% | -32.9% | -36.4% |
| YTD | -52.2% | -8.5% | -43.7% | -51.0% |
| 1Y | -52.4% | -8.9% | -43.5% | -51.5% |
| 3Y | -13.6% | +18.0% | -31.6% | -27.8% |
| 5Y | -32.2% | +25.0% | -57.2% | -47.3% |
| All | -39.9% | +51.5% | -91.4% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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