-6.7%
SBUX vs JOBY
-32.0%
+25.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -5.5% | -5.2% | -0.3% | -5.0% |
| 30D | -8.5% | -19.7% | +11.3% | -6.6% |
| 3M | -2.9% | -31.7% | +28.8% | +0.2% |
| 6M | -1.5% | -37.5% | +36.0% | +1.8% |
| YTD | +19.4% | -51.6% | +71.0% | +26.1% |
| 1Y | +22.9% | -53.3% | +76.2% | +29.0% |
| 3Y | +11.3% | -12.2% | +23.5% | +2.6% |
| All | -6.7% | -32.0% | +25.3% | -19.9% |
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