+50.3%
XLE vs JOBY
-56.0%
+106.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.6% |
| 7D | +0.5% | -8.2% | +8.6% | +0.2% |
| 30D | +6.6% | -25.1% | +31.6% | +5.8% |
| 3M | +12.3% | -28.8% | +41.1% | +11.5% |
| 6M | +18.4% | -36.1% | +54.5% | +18.2% |
| YTD | +47.2% | -52.2% | +99.4% | +48.1% |
| 1Y | +50.3% | -52.4% | +102.7% | +53.6% |
| All | +50.3% | -56.0% | +106.3% | +53.6% |
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 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