+124.9%
TJX vs JOBY
-41.4%
+166.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | -4.6% | -5.2% | +0.6% | -4.3% |
| 30D | -17.2% | -19.7% | +2.6% | -16.2% |
| 3M | -24.9% | -31.7% | +6.8% | -23.5% |
| 6M | -19.7% | -37.5% | +17.9% | -18.2% |
| YTD | -17.2% | -51.6% | +34.4% | -14.7% |
| 1Y | -9.4% | -53.3% | +43.9% | -7.0% |
| 3Y | +43.1% | -12.2% | +55.3% | +35.0% |
| 5Y | +96.7% | -31.3% | +128.0% | +76.9% |
| All | +124.9% | -41.4% | +166.3% | +102.1% |
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