-48.5%
JOBY vs XEL
+7.2%
-55.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -2.1% |
| 7D | -3.4% | -1.0% | -2.5% | -3.7% |
| 30D | -13.6% | -1.9% | -11.7% | -14.0% |
| 3M | -39.5% | -1.9% | -37.6% | -40.0% |
| 6M | -31.9% | -7.4% | -24.4% | -32.5% |
| YTD | -48.9% | +4.1% | -53.0% | -50.1% |
| 1Y | -48.5% | +8.0% | -56.6% | -43.4% |
| All | -48.5% | +7.2% | -55.8% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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