+42.7%
LLY vs JOBY
-50.8%
+93.6%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.1% | +1.1% |
| 7D | +6.7% | -14.3% | +21.1% | +6.2% |
| 30D | +19.6% | +10.2% | +9.4% | +20.3% |
| 3M | +19.7% | -38.5% | +58.2% | +17.4% |
| 6M | +42.7% | -54.1% | +96.8% | +44.9% |
| All | +42.7% | -50.8% | +93.6% | +44.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling