+19.5%
SBUX vs JOBY
-41.1%
+60.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.1% | +4.2% | -1.4% |
| 7D | -6.3% | -5.9% | -0.4% | -5.8% |
| 30D | -3.9% | -27.1% | +23.3% | -1.2% |
| 3M | +3.3% | -30.7% | +34.0% | +6.2% |
| 6M | +1.4% | -36.1% | +37.5% | +4.4% |
| YTD | +21.0% | -51.4% | +72.3% | +27.3% |
| 1Y | +22.4% | -52.2% | +74.6% | +27.8% |
| 3Y | +13.2% | -12.1% | +25.3% | +5.3% |
| 5Y | -5.2% | -31.1% | +25.9% | -17.0% |
| All | +19.5% | -41.1% | +60.6% | +4.6% |
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