-39.1%
JOBY vs XOP
+396.7%
-435.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.2% |
| 7D | -5.2% | +2.6% | -7.8% | -6.1% |
| 30D | -19.7% | +9.6% | -29.3% | -22.5% |
| 3M | -31.7% | +20.4% | -52.1% | -36.9% |
| 6M | -37.5% | +19.9% | -57.4% | -43.4% |
| YTD | -51.6% | +56.4% | -108.0% | -61.2% |
| 1Y | -53.3% | +52.4% | -105.7% | -62.3% |
| 3Y | -12.2% | +39.9% | -52.1% | -27.3% |
| 5Y | -31.3% | +163.7% | -195.0% | -53.2% |
| All | -39.1% | +396.7% | -435.8% | -60.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling