+32.0%
RCL vs JOBY
-67.8%
+99.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.1% | +2.3% | +5.8% |
| 7D | +11.7% | -0.6% | +12.3% | +11.8% |
| 30D | +21.1% | -12.6% | +33.8% | +23.0% |
| 3M | +2.9% | -36.6% | +39.5% | +8.5% |
| 6M | +29.8% | -43.0% | +72.8% | +38.9% |
| YTD | +21.4% | -61.7% | +83.2% | +22.7% |
| 1Y | +32.0% | -65.8% | +97.8% | +34.6% |
| All | +32.0% | -67.8% | +99.9% | +34.6% |
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