+173.5%
RCL vs JOBY
-13.1%
+186.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.3% | -0.9% |
| 7D | -2.2% | -5.9% | +3.7% | -1.3% |
| 30D | -15.7% | -27.1% | +11.5% | -11.7% |
| 3M | -8.0% | -30.7% | +22.8% | -3.3% |
| 6M | -10.1% | -36.1% | +25.9% | -5.0% |
| YTD | -5.9% | -51.4% | +45.5% | +1.9% |
| 1Y | -23.5% | -52.2% | +28.7% | -17.9% |
| All | +173.5% | -13.1% | +186.6% | +143.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling