+249.4%
SLB vs JOBY
-42.1%
+291.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.7% |
| 7D | -2.4% | -8.2% | +5.7% | -1.8% |
| 30D | +4.9% | -25.1% | +29.9% | +7.3% |
| 3M | +1.4% | -28.8% | +30.2% | +3.8% |
| 6M | +17.6% | -36.1% | +53.8% | +20.9% |
| YTD | +48.3% | -52.2% | +100.5% | +56.0% |
| 1Y | +58.7% | -52.4% | +111.1% | +65.7% |
| 3Y | +0.6% | -13.6% | +14.1% | -5.2% |
| 5Y | +133.6% | -32.2% | +165.7% | +118.2% |
| All | +249.4% | -42.1% | +291.5% | +248.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling