+25.0%
ORCL vs JOBY
-14.6%
+39.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -5.1% |
| 7D | -0.7% | -8.2% | +7.4% | +0.8% |
| 30D | +5.1% | -25.1% | +30.2% | +10.5% |
| 3M | -23.7% | -28.8% | +5.0% | -19.5% |
| 6M | +3.1% | -36.1% | +39.2% | +10.4% |
| YTD | -20.8% | -52.2% | +31.4% | -12.2% |
| 1Y | -52.9% | -52.4% | -0.5% | -48.4% |
| All | +25.0% | -14.6% | +39.7% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling