+253.1%
RCL vs JOBY
-42.1%
+295.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -2.5% | -8.2% | +5.7% | -0.9% |
| 30D | -15.7% | -25.1% | +9.4% | -10.9% |
| 3M | -3.6% | -28.8% | +25.2% | +2.0% |
| 6M | -8.7% | -36.1% | +27.5% | -1.9% |
| YTD | -6.2% | -52.2% | +46.0% | +4.9% |
| 1Y | -22.9% | -52.4% | +29.6% | -15.2% |
| 3Y | +173.6% | -13.6% | +187.2% | +136.9% |
| 5Y | +226.6% | -32.2% | +258.7% | +152.9% |
| All | +253.1% | -42.1% | +295.2% | +169.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling