+258.7%
SLB vs JOBY
-38.2%
+296.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.3% |
| 7D | +0.8% | -3.4% | +4.3% | +1.1% |
| 30D | +15.8% | -13.6% | +29.4% | +17.1% |
| 3M | -0.3% | -39.5% | +39.1% | +3.5% |
| 6M | +21.3% | -31.9% | +53.2% | +24.1% |
| YTD | +52.3% | -48.9% | +101.2% | +59.3% |
| 1Y | +63.6% | -48.5% | +112.2% | +69.8% |
| 3Y | +3.8% | -8.0% | +11.8% | -2.7% |
| 5Y | +128.6% | -33.7% | +162.3% | +114.5% |
| All | +258.7% | -38.2% | +296.9% | +255.5% |
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 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