+847.5%
VLO vs JOBY
-37.2%
+884.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.8% | +3.2% |
| 7D | +5.8% | +2.2% | +3.5% | +5.7% |
| 30D | +28.3% | -20.8% | +49.2% | +29.5% |
| 3M | +48.7% | -29.5% | +78.2% | +50.5% |
| 6M | +71.9% | -28.4% | +100.3% | +73.2% |
| YTD | +138.7% | -48.2% | +186.8% | +143.9% |
| 1Y | +148.5% | -49.1% | +197.5% | +153.2% |
| 3Y | +192.7% | -6.3% | +199.0% | +181.7% |
| 5Y | +601.6% | -27.2% | +628.9% | +573.0% |
| All | +847.5% | -37.2% | +884.8% | +764.6% |
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