+254.6%
RCL vs JOBY
-41.4%
+296.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.2% |
| 7D | -1.9% | -5.2% | +3.3% | -0.9% |
| 30D | -15.5% | -19.7% | +4.2% | -11.9% |
| 3M | -9.7% | -31.7% | +22.1% | -3.6% |
| 6M | -8.7% | -37.5% | +28.8% | -1.6% |
| YTD | -5.8% | -51.6% | +45.8% | +5.1% |
| 1Y | -24.5% | -53.3% | +28.8% | -16.6% |
| 3Y | +173.9% | -12.2% | +186.1% | +136.4% |
| 5Y | +228.0% | -31.3% | +259.3% | +153.4% |
| All | +254.6% | -41.4% | +296.0% | +169.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling