+30.8%
XBI vs JOBY
-41.4%
+72.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.6% |
| 7D | -4.6% | -5.2% | +0.5% | -3.8% |
| 30D | -2.0% | -19.7% | +17.7% | +1.7% |
| 3M | +17.8% | -31.7% | +49.5% | +24.7% |
| 6M | +23.7% | -37.5% | +61.3% | +31.8% |
| YTD | +28.2% | -51.6% | +79.8% | +41.4% |
| 1Y | +64.0% | -53.3% | +117.3% | +79.0% |
| 3Y | +99.4% | -12.2% | +111.6% | +75.3% |
| 5Y | +19.3% | -31.3% | +50.6% | -4.1% |
| All | +30.8% | -41.4% | +72.2% | +4.7% |
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