+55.9%
SOXL vs JOBY
-67.8%
+123.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.1% | -12.9% | -13.5% |
| 7D | -37.9% | -0.6% | -37.3% | -37.0% |
| 30D | -59.4% | -12.6% | -46.8% | -52.3% |
| 3M | -52.3% | -36.6% | -15.7% | -20.7% |
| 6M | -47.7% | -43.0% | -4.7% | +12.8% |
| YTD | +58.8% | -61.7% | +120.5% | +335.0% |
| 1Y | +55.9% | -65.8% | +121.7% | +370.7% |
| All | +55.9% | -67.8% | +123.7% | +370.7% |
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