+261.5%
RCL vs JOBY
-38.2%
+299.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.2% |
| 7D | -5.1% | -3.4% | -1.7% | -4.4% |
| 30D | -19.0% | -13.6% | -5.4% | -16.9% |
| 3M | -9.6% | -39.5% | +29.9% | -1.3% |
| 6M | -6.7% | -31.9% | +25.2% | -1.0% |
| YTD | -3.9% | -48.9% | +45.0% | +6.0% |
| 1Y | -25.1% | -48.5% | +23.5% | -18.9% |
| 3Y | +179.1% | -8.0% | +187.2% | +138.9% |
| 5Y | +243.3% | -33.7% | +277.0% | +165.2% |
| All | +261.5% | -38.2% | +299.7% | +172.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling