+4.1%
MDLZ vs JOBY
-52.0%
+56.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | +1.9% | -5.2% | +7.1% | +1.7% |
| 30D | +0.4% | -19.7% | +20.1% | -0.5% |
| 3M | -0.6% | -31.7% | +31.1% | -1.5% |
| 6M | +14.7% | -37.5% | +52.3% | +13.7% |
| YTD | +18.0% | -51.6% | +69.6% | +17.3% |
| 1Y | +4.1% | -53.3% | +57.4% | +4.1% |
| All | +4.1% | -52.0% | +56.1% | +4.1% |
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