+25.9%
LMT vs JOBY
-67.8%
+93.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.1% | -11.0% | -6.9% |
| 7D | -5.5% | -0.6% | -4.9% | -5.5% |
| 30D | +17.5% | -12.6% | +30.1% | +17.9% |
| 3M | +1.6% | -36.6% | +38.2% | +2.9% |
| 6M | +16.3% | -43.0% | +59.3% | +17.4% |
| YTD | +25.3% | -61.7% | +87.0% | +29.1% |
| 1Y | +25.9% | -65.8% | +91.6% | +29.9% |
| All | +25.9% | -67.8% | +93.7% | +29.9% |
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 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