+57.3%
LLY vs JOBY
-67.8%
+125.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.1% | -3.5% | +0.6% |
| 7D | +10.1% | -0.6% | +10.7% | +10.1% |
| 30D | +24.0% | -12.6% | +36.7% | +24.1% |
| 3M | +27.3% | -36.6% | +63.9% | +27.6% |
| 6M | +47.0% | -43.0% | +90.0% | +47.8% |
| YTD | +32.6% | -61.7% | +94.3% | +31.3% |
| 1Y | +57.3% | -65.8% | +123.1% | +55.6% |
| All | +57.3% | -67.8% | +125.2% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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