+14.2%
LQD vs JOBY
-13.5%
+27.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -1.1% | -5.2% | +4.1% | -1.0% |
| 30D | -1.3% | -19.7% | +18.4% | -0.8% |
| 3M | -3.2% | -31.7% | +28.5% | -2.5% |
| 6M | -2.1% | -37.5% | +35.4% | -1.4% |
| YTD | -2.4% | -51.6% | +49.2% | -1.3% |
| 1Y | -2.7% | -53.3% | +50.6% | -1.7% |
| 3Y | +14.2% | -12.2% | +26.4% | +11.3% |
| All | +14.2% | -13.5% | +27.7% | +11.3% |
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