-28.0%
JOBY vs XOP
+158.8%
-186.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.2% |
| 7D | -5.2% | +2.6% | -7.8% | -6.2% |
| 30D | -19.7% | +9.6% | -29.3% | -22.8% |
| 3M | -31.7% | +20.4% | -52.1% | -37.5% |
| 6M | -37.5% | +19.9% | -57.4% | -44.1% |
| YTD | -51.6% | +56.4% | -108.0% | -62.5% |
| 1Y | -53.3% | +52.4% | -105.7% | -63.5% |
| 3Y | -12.2% | +39.9% | -52.1% | -29.6% |
| All | -28.0% | +158.8% | -186.9% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling