+49.9%
XLE vs JOBY
-67.8%
+117.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.1% | -8.9% | -4.5% |
| 7D | -7.2% | -0.6% | -6.6% | -7.2% |
| 30D | +0.1% | -12.6% | +12.7% | -0.4% |
| 3M | +9.2% | -36.6% | +45.8% | +7.0% |
| 6M | +8.4% | -43.0% | +51.4% | +6.4% |
| YTD | +44.9% | -61.7% | +106.6% | +43.9% |
| 1Y | +49.9% | -65.8% | +115.6% | +49.4% |
| All | +49.9% | -67.8% | +117.7% | +49.4% |
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