-48.5%
JOBY vs XOP
+49.8%
-98.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.0% | -2.1% |
| 7D | -3.4% | +2.6% | -6.0% | -2.8% |
| 30D | -13.6% | +15.4% | -29.0% | -10.3% |
| 3M | -39.5% | +12.1% | -51.6% | -37.0% |
| 6M | -31.9% | +19.7% | -51.5% | -32.0% |
| YTD | -48.9% | +52.4% | -101.3% | -52.4% |
| 1Y | -48.5% | +47.6% | -96.1% | -52.0% |
| All | -48.5% | +49.8% | -98.3% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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