-1.9%
LQD vs JOBY
-67.8%
+66.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.4% | +0.6% |
| 7D | +0.4% | -0.6% | +1.0% | +0.4% |
| 30D | +2.6% | -12.6% | +15.3% | +3.0% |
| 3M | -1.7% | -36.6% | +34.9% | -0.6% |
| 6M | -1.9% | -43.0% | +41.1% | -0.7% |
| YTD | -2.2% | -61.7% | +59.6% | -0.6% |
| 1Y | -1.9% | -65.8% | +63.9% | -0.1% |
| All | -1.9% | -67.8% | +66.0% | -0.1% |
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