+43.3%
SHEL vs JOBY
-67.8%
+111.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.1% | -6.4% | -2.1% |
| 7D | -3.2% | -0.6% | -2.6% | -3.2% |
| 30D | +5.5% | -12.6% | +18.2% | +5.3% |
| 3M | +14.4% | -36.6% | +51.0% | +13.5% |
| 6M | +16.2% | -43.0% | +59.2% | +15.4% |
| YTD | +42.4% | -61.7% | +104.2% | +42.7% |
| 1Y | +43.3% | -65.8% | +109.1% | +44.5% |
| All | +43.3% | -67.8% | +111.1% | +44.5% |
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