+1,125.4%
STX vs JOBY
-32.5%
+1,157.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.1% |
| 7D | +9.6% | -5.9% | +15.4% | +10.6% |
| 30D | +10.6% | -27.1% | +37.7% | +16.2% |
| 3M | +4.8% | -30.7% | +35.5% | +10.7% |
| 6M | +137.3% | -36.1% | +173.3% | +152.6% |
| YTD | +222.5% | -51.4% | +273.9% | +255.2% |
| 1Y | +366.2% | -52.2% | +418.4% | +410.5% |
| 3Y | +1,352.9% | -12.1% | +1,365.0% | +1,259.2% |
| All | +1,125.4% | -32.5% | +1,157.9% | +961.3% |
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