+139.3%
SLB vs JOBY
-32.4%
+171.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.1% | +0.4% |
| 7D | -1.9% | -5.9% | +4.0% | -1.4% |
| 30D | +7.8% | -27.1% | +34.9% | +10.4% |
| 3M | +2.7% | -30.7% | +33.4% | +5.2% |
| 6M | +22.2% | -36.1% | +58.2% | +25.5% |
| YTD | +51.1% | -51.4% | +102.4% | +58.4% |
| 1Y | +63.3% | -52.2% | +115.5% | +70.3% |
| 3Y | +2.4% | -12.1% | +14.5% | -3.5% |
| 5Y | +139.3% | -31.1% | +170.5% | +127.3% |
| All | +139.3% | -32.4% | +171.8% | +127.3% |
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