-39.1%
JOBY vs XPO
+415.9%
-455.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -5.7% | +0.5% | -2.9% |
| 30D | -19.7% | -12.8% | -6.9% | -15.2% |
| 3M | -31.7% | -20.0% | -11.8% | -25.8% |
| 6M | -37.5% | -6.0% | -31.5% | -36.7% |
| YTD | -51.6% | +34.0% | -85.6% | -58.1% |
| 1Y | -53.3% | +35.6% | -88.8% | -60.1% |
| 3Y | -12.2% | +152.3% | -164.5% | -45.7% |
| 5Y | -31.3% | +264.4% | -295.7% | -67.3% |
| All | -39.1% | +415.9% | -455.1% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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