+14.3%
XLI vs JOBY
-52.0%
+66.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.9% |
| 7D | -1.7% | -5.2% | +3.5% | -1.1% |
| 30D | -7.3% | -19.7% | +12.5% | -5.2% |
| 3M | -1.3% | -31.7% | +30.4% | +2.2% |
| 6M | +2.2% | -37.5% | +39.8% | +5.9% |
| YTD | +11.7% | -51.6% | +63.3% | +17.6% |
| 1Y | +14.3% | -53.3% | +67.6% | +21.3% |
| All | +14.3% | -52.0% | +66.2% | +21.3% |
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