+1,769.8%
STX vs JOBY
-38.2%
+1,808.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +6.6% |
| 7D | +2.4% | -3.4% | +5.8% | +2.9% |
| 30D | +1.4% | -13.6% | +15.0% | +3.4% |
| 3M | -8.2% | -39.5% | +31.3% | -1.6% |
| 6M | +127.0% | -31.9% | +158.9% | +138.5% |
| YTD | +209.1% | -48.9% | +258.1% | +235.7% |
| 1Y | +365.4% | -48.5% | +414.0% | +401.3% |
| 3Y | +1,135.4% | -8.0% | +1,143.4% | +1,058.0% |
| 5Y | +991.5% | -33.7% | +1,025.2% | +856.7% |
| All | +1,769.8% | -38.2% | +1,808.0% | +1,498.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling