+0.1%
SCHW vs JOBY
-65.4%
+65.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.0% | -5.8% | -1.2% |
| 7D | +3.5% | +4.3% | -0.9% | +3.1% |
| 30D | -4.4% | -8.3% | +3.9% | -3.8% |
| 3M | -14.0% | -32.1% | +18.0% | -11.7% |
| 6M | +0.8% | -38.9% | +39.8% | +2.6% |
| YTD | -6.4% | -59.8% | +53.4% | +1.0% |
| 1Y | +0.1% | -64.7% | +64.8% | +10.0% |
| All | +0.1% | -65.4% | +65.5% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling