+217.9%
XLE vs JOBY
-32.0%
+249.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.3% |
| 7D | +1.7% | -5.2% | +6.9% | +1.9% |
| 30D | +6.7% | -19.7% | +26.5% | +7.7% |
| 3M | +14.9% | -31.7% | +46.6% | +16.5% |
| 6M | +15.9% | -37.5% | +53.4% | +17.7% |
| YTD | +47.7% | -51.6% | +99.3% | +51.7% |
| 1Y | +50.7% | -53.3% | +104.0% | +54.3% |
| 3Y | +57.9% | -12.2% | +70.1% | +50.0% |
| All | +217.9% | -32.0% | +249.9% | +205.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling