-48.5%
JOBY vs XYZ
+9.3%
-57.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.5% |
| 7D | -3.4% | -1.0% | -2.5% | -3.1% |
| 30D | -13.6% | -1.7% | -11.9% | -13.3% |
| 3M | -39.5% | +16.7% | -56.2% | -44.2% |
| 6M | -31.9% | +26.9% | -58.7% | -39.8% |
| YTD | -48.9% | +27.1% | -76.1% | -54.4% |
| 1Y | -48.5% | +9.3% | -57.8% | -50.6% |
| All | -48.5% | +9.3% | -57.8% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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