+1.7%
OXY vs JOBY
-13.5%
+15.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | +2.8% | -5.2% | +8.0% | +2.9% |
| 30D | +5.5% | -19.7% | +25.2% | +5.9% |
| 3M | +11.3% | -31.7% | +43.0% | +12.1% |
| 6M | +11.6% | -37.5% | +49.1% | +12.7% |
| YTD | +51.6% | -51.6% | +103.2% | +54.4% |
| 1Y | +36.2% | -53.3% | +89.5% | +38.3% |
| 3Y | +1.7% | -12.2% | +13.9% | -2.5% |
| All | +1.7% | -13.5% | +15.2% | -2.5% |
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