+1,376.8%
STX vs JOBY
-13.1%
+1,390.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.0% |
| 7D | +9.6% | -5.9% | +15.4% | +10.7% |
| 30D | +10.6% | -27.1% | +37.7% | +16.4% |
| 3M | +4.8% | -30.7% | +35.5% | +10.9% |
| 6M | +137.3% | -36.1% | +173.3% | +153.0% |
| YTD | +222.5% | -51.4% | +273.9% | +254.9% |
| 1Y | +366.2% | -52.2% | +418.4% | +410.9% |
| All | +1,376.8% | -13.1% | +1,390.0% | +1,312.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling