+102.2%
USO vs JOBY
-67.8%
+170.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.1% | -12.2% | -7.3% |
| 7D | -12.7% | -0.6% | -12.1% | -12.7% |
| 30D | +1.0% | -12.6% | +13.6% | -1.3% |
| 3M | +25.6% | -36.6% | +62.2% | +16.2% |
| 6M | -1.5% | -43.0% | +41.5% | -7.5% |
| YTD | +110.3% | -61.7% | +172.0% | +93.7% |
| 1Y | +102.2% | -65.8% | +167.9% | +86.8% |
| All | +102.2% | -67.8% | +170.0% | +86.8% |
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