+31.5%
OXY vs JOBY
-48.4%
+79.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -1.1% |
| 7D | +1.6% | -3.4% | +5.0% | +1.3% |
| 30D | +11.6% | -13.6% | +25.2% | +10.5% |
| 3M | +2.8% | -39.5% | +42.3% | +0.2% |
| 6M | +13.0% | -31.9% | +44.9% | +12.4% |
| YTD | +47.4% | -48.9% | +96.3% | +45.4% |
| 1Y | +31.5% | -48.5% | +80.0% | +42.2% |
| All | +31.5% | -48.4% | +79.8% | +42.2% |
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 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