-65.8%
JOBY vs XME
+5.2%
-71.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +5.2% |
| 7D | -0.6% | -5.5% | +4.9% | +5.7% |
| 30D | -12.6% | -11.1% | -1.5% | -0.8% |
| 3M | -36.6% | -11.1% | -25.5% | -29.6% |
| 6M | -43.0% | -18.0% | -25.0% | -29.1% |
| YTD | -61.7% | -7.4% | -54.4% | -61.1% |
| 1Y | -65.8% | +6.7% | -72.5% | -71.7% |
| All | -65.8% | +5.2% | -71.0% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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