+162.3%
SOXL vs JOBY
-32.0%
+194.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +4.0% | +4.5% |
| 7D | +3.9% | -5.2% | +9.1% | +7.1% |
| 30D | -14.3% | -19.7% | +5.4% | -2.0% |
| 3M | -45.6% | -31.7% | -13.9% | -28.7% |
| 6M | +117.2% | -37.5% | +154.7% | +211.8% |
| YTD | +189.8% | -51.6% | +241.4% | +372.8% |
| 1Y | +317.7% | -53.3% | +371.0% | +580.9% |
| 3Y | +478.6% | -12.2% | +490.9% | +447.5% |
| All | +162.3% | -32.0% | +194.3% | +92.0% |
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