+92.7%
LLY vs JOBY
-13.1%
+105.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.1% | +6.2% | +0.3% |
| 7D | -3.1% | -5.9% | +2.8% | -2.9% |
| 30D | -8.6% | -27.1% | +18.5% | -7.6% |
| 3M | -1.6% | -30.7% | +29.1% | -0.4% |
| 6M | +11.8% | -36.1% | +47.9% | +13.3% |
| YTD | +5.1% | -51.4% | +56.5% | +7.4% |
| 1Y | +50.7% | -52.2% | +102.9% | +53.2% |
| All | +92.7% | -13.1% | +105.8% | +89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling