-15.2%
MCD vs JOBY
-56.0%
+40.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.2% |
| 7D | -2.5% | -8.2% | +5.6% | -2.8% |
| 30D | -7.0% | -25.1% | +18.0% | -7.8% |
| 3M | -9.8% | -28.8% | +19.0% | -10.6% |
| 6M | -21.8% | -36.1% | +14.4% | -22.7% |
| YTD | -15.6% | -52.2% | +36.6% | -17.1% |
| 1Y | -15.2% | -52.4% | +37.3% | -16.7% |
| All | -15.2% | -56.0% | +40.9% | -16.7% |
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