+16.8%
NXPI vs JOBY
-33.6%
+50.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.7% |
| 7D | +0.7% | -8.2% | +8.8% | +2.2% |
| 30D | -4.2% | -25.1% | +20.9% | +0.9% |
| 3M | -20.4% | -28.8% | +8.4% | -15.7% |
| 6M | +12.5% | -36.1% | +48.6% | +20.6% |
| YTD | +5.2% | -52.2% | +57.4% | +17.8% |
| 1Y | +5.1% | -52.4% | +57.5% | +16.0% |
| 3Y | +17.7% | -13.6% | +31.2% | +5.9% |
| 5Y | +16.8% | -32.2% | +49.0% | -8.2% |
| All | +16.8% | -33.6% | +50.5% | -8.2% |
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