+123.8%
STX vs JOBY
-67.8%
+191.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.1% | -12.3% | -9.6% |
| 7D | -20.2% | -0.6% | -19.6% | -20.0% |
| 30D | -37.2% | -12.6% | -24.6% | -34.2% |
| 3M | -34.1% | -36.6% | +2.6% | -22.9% |
| 6M | -24.5% | -43.0% | +18.5% | -8.9% |
| YTD | +102.9% | -61.7% | +164.7% | +174.5% |
| 1Y | +123.8% | -65.8% | +189.6% | +213.7% |
| All | +123.8% | -67.8% | +191.6% | +213.7% |
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