+416.0%
LRCX vs JOBY
-32.0%
+448.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -3.1% | -5.2% | +2.1% | -1.9% |
| 30D | -8.6% | -19.7% | +11.2% | -4.0% |
| 3M | -17.7% | -31.7% | +14.1% | -10.7% |
| 6M | +36.4% | -37.5% | +73.9% | +50.1% |
| YTD | +74.5% | -51.6% | +126.1% | +100.4% |
| 1Y | +159.4% | -53.3% | +212.7% | +196.6% |
| 3Y | +361.6% | -12.2% | +373.8% | +326.6% |
| All | +416.0% | -32.0% | +448.1% | +316.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling