-39.9%
JOBY vs XOP
+396.0%
-435.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -8.2% | +1.6% | -9.8% | -8.7% |
| 30D | -25.1% | +9.6% | -34.6% | -27.7% |
| 3M | -28.8% | +16.9% | -45.7% | -33.5% |
| 6M | -36.1% | +24.0% | -60.2% | -43.0% |
| YTD | -52.2% | +56.2% | -108.4% | -61.7% |
| 1Y | -52.4% | +51.8% | -104.2% | -61.5% |
| 3Y | -13.6% | +37.0% | -50.5% | -27.9% |
| 5Y | -32.2% | +163.4% | -195.5% | -53.8% |
| All | -39.9% | +396.0% | -435.9% | -61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling