+117.2%
SOXL vs JOBY
-35.5%
+152.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +4.0% | +3.5% |
| 7D | +3.9% | -5.2% | +9.1% | +11.1% |
| 30D | -14.3% | -19.7% | +5.4% | +15.4% |
| 3M | -45.6% | -31.7% | -13.9% | -4.6% |
| 6M | +117.2% | -37.5% | +154.7% | +433.2% |
| All | +117.2% | -35.5% | +152.6% | +433.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling