+119.2%
ORLY vs JOBY
-32.0%
+151.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -2.4% | -5.2% | +2.8% | -2.3% |
| 30D | -6.8% | -19.7% | +13.0% | -6.5% |
| 3M | -4.8% | -31.7% | +27.0% | -4.3% |
| 6M | -9.1% | -37.5% | +28.5% | -8.7% |
| YTD | -5.9% | -51.6% | +45.7% | -5.2% |
| 1Y | -20.4% | -53.3% | +32.9% | -19.9% |
| 3Y | +36.6% | -12.2% | +48.8% | +34.0% |
| All | +119.2% | -32.0% | +151.2% | +107.7% |
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 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