-38.9%
JOBY vs XPO
+421.8%
-460.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.1% | -4.9% |
| 7D | -5.9% | -0.9% | -4.9% | -5.6% |
| 30D | -27.1% | -8.1% | -19.0% | -24.7% |
| 3M | -30.7% | -19.0% | -11.7% | -25.0% |
| 6M | -36.1% | -5.2% | -30.9% | -35.5% |
| YTD | -51.4% | +35.6% | -86.9% | -58.1% |
| 1Y | -52.2% | +41.1% | -93.3% | -59.8% |
| 3Y | -12.1% | +157.9% | -170.0% | -46.1% |
| 5Y | -31.1% | +265.6% | -296.7% | -67.3% |
| All | -38.9% | +421.8% | -460.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling