+659.4%
LRCX vs JOBY
-42.1%
+701.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -5.3% |
| 7D | +1.8% | -8.2% | +10.0% | +3.6% |
| 30D | -4.3% | -25.1% | +20.8% | +1.5% |
| 3M | -7.3% | -28.8% | +21.5% | -0.6% |
| 6M | +38.6% | -36.1% | +74.7% | +51.1% |
| YTD | +74.4% | -52.2% | +126.6% | +99.4% |
| 1Y | +179.1% | -52.4% | +231.5% | +216.2% |
| 3Y | +357.7% | -13.6% | +371.2% | +327.4% |
| 5Y | +424.9% | -32.2% | +457.0% | +346.4% |
| All | +659.4% | -42.1% | +701.5% | +620.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling