+58.3%
XLE vs JOBY
-13.1%
+71.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.1% | +7.0% | +1.0% |
| 7D | +0.3% | -5.9% | +6.2% | +0.5% |
| 30D | +8.5% | -27.1% | +35.7% | +9.6% |
| 3M | +14.6% | -30.7% | +45.4% | +15.9% |
| 6M | +17.6% | -36.1% | +53.6% | +19.0% |
| YTD | +48.1% | -51.4% | +99.5% | +51.7% |
| 1Y | +53.8% | -52.2% | +106.0% | +56.9% |
| All | +58.3% | -13.1% | +71.4% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling