-39.1%
JOBY vs XEL
+19.9%
-59.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -52.5% |
| 1Y | -53.3% | +6.8% | -60.1% | -54.5% |
| 3Y | -12.2% | +45.6% | -57.8% | -21.0% |
| 5Y | -31.3% | +30.7% | -62.0% | -35.0% |
| All | -39.1% | +19.9% | -59.1% | -39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling