+438.4%
OXY vs JOBY
-42.1%
+480.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.3% |
| 7D | +1.4% | -8.2% | +9.5% | +1.9% |
| 30D | +4.0% | -25.1% | +29.1% | +5.8% |
| 3M | +7.6% | -28.8% | +36.4% | +9.4% |
| 6M | +16.2% | -36.1% | +52.3% | +18.3% |
| YTD | +50.8% | -52.2% | +103.0% | +56.3% |
| 1Y | +34.7% | -52.4% | +87.1% | +38.5% |
| 3Y | -1.0% | -13.6% | +12.5% | -8.6% |
| 5Y | +163.2% | -32.2% | +195.3% | +142.3% |
| All | +438.4% | -42.1% | +480.5% | +408.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling