-12.2%
JOBY vs XEL
+46.5%
-58.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.2% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -19.7% | -3.9% | -15.8% | -19.1% |
| 3M | -31.7% | -2.8% | -28.9% | -31.6% |
| 6M | -37.5% | -5.4% | -32.1% | -37.2% |
| YTD | -51.6% | +3.8% | -55.3% | -52.9% |
| 1Y | -53.3% | +6.8% | -60.1% | -54.9% |
| 3Y | -12.2% | +45.6% | -57.8% | -26.0% |
| All | -12.2% | +46.5% | -58.7% | -26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling