-65.8%
JOBY vs XYL
-30.7%
-35.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.0% | -0.8% | +3.1% |
| 7D | -0.6% | +14.5% | -15.1% | -3.3% |
| 30D | -12.6% | -1.3% | -11.3% | -13.8% |
| 3M | -36.6% | -17.0% | -19.7% | -32.2% |
| 6M | -43.0% | -11.3% | -31.7% | -42.0% |
| YTD | -61.7% | -25.0% | -36.8% | -58.5% |
| 1Y | -65.8% | -31.5% | -34.2% | -53.5% |
| All | -65.8% | -30.7% | -35.1% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1y: compounded portfolio wealth divided by compounded XYL 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…
1y analysis · Full analysis span regression · 6 months rolling