+14.1%
QCOM vs JOBY
-44.4%
+58.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.2% | -1.8% |
| 7D | +4.3% | -14.3% | +18.6% | +7.1% |
| 30D | -0.1% | +10.2% | -10.3% | -2.0% |
| 3M | +5.2% | -38.5% | +43.7% | +14.4% |
| 6M | -18.4% | -54.1% | +35.7% | -6.8% |
| YTD | +2.4% | -61.5% | +63.9% | +18.7% |
| 1Y | +0.9% | -65.7% | +66.5% | +18.7% |
| 3Y | +48.4% | -7.0% | +55.3% | +35.3% |
| All | +14.1% | -44.4% | +58.5% | -2.1% |
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