+227.1%
RCL vs JOBY
-32.4%
+259.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.3% | -0.5% |
| 7D | -2.2% | -5.9% | +3.7% | -1.0% |
| 30D | -15.7% | -27.1% | +11.5% | -10.2% |
| 3M | -8.0% | -30.7% | +22.8% | -1.7% |
| 6M | -10.1% | -36.1% | +25.9% | -3.2% |
| YTD | -5.9% | -51.4% | +45.5% | +5.4% |
| 1Y | -23.5% | -52.2% | +28.7% | -15.6% |
| 3Y | +174.4% | -12.1% | +186.4% | +132.8% |
| 5Y | +227.1% | -31.1% | +258.3% | +147.9% |
| All | +227.1% | -32.4% | +259.6% | +147.9% |
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 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