+143.6%
VLO vs JOBY
-48.4%
+192.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +5.2% | -3.4% | +8.6% | +5.2% |
| 30D | +22.6% | -13.6% | +36.2% | +22.7% |
| 3M | +43.8% | -39.5% | +83.3% | +44.4% |
| 6M | +65.7% | -31.9% | +97.6% | +67.3% |
| YTD | +131.1% | -48.9% | +180.0% | +138.4% |
| 1Y | +143.6% | -48.5% | +192.2% | +162.8% |
| All | +143.6% | -48.4% | +192.0% | +162.8% |
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