+7.6%
XLF vs JOBY
-52.0%
+59.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -1.5% | -5.2% | +3.7% | -1.2% |
| 30D | -1.2% | -19.7% | +18.6% | 0.0% |
| 3M | +9.2% | -31.7% | +40.9% | +11.2% |
| 6M | +16.3% | -37.5% | +53.9% | +18.4% |
| YTD | +5.4% | -51.6% | +57.0% | +8.9% |
| 1Y | +7.6% | -53.3% | +60.9% | +12.3% |
| All | +7.6% | -52.0% | +59.6% | +12.3% |
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 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