+346.6%
SOXX vs JOBY
-67.1%
+413.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.1% | -7.3% | -4.4% |
| 7D | +158.9% | -0.6% | +159.5% | +159.1% |
| 30D | +129.2% | -12.6% | +141.8% | +140.4% |
| 3M | +149.7% | -36.6% | +186.3% | +194.0% |
| 6M | +193.4% | -43.0% | +236.4% | +260.6% |
| YTD | +351.0% | -61.7% | +412.8% | +494.8% |
| All | +346.6% | -67.1% | +413.7% | +507.1% |
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