+3.6%
XLY vs JOBY
-67.8%
+71.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.1% | +0.1% | +3.8% |
| 7D | +6.1% | -0.6% | +6.7% | +6.1% |
| 30D | +10.8% | -12.6% | +23.4% | +12.3% |
| 3M | +3.6% | -36.6% | +40.3% | +8.8% |
| 6M | +4.4% | -43.0% | +47.4% | +10.0% |
| YTD | +3.1% | -61.7% | +64.8% | +12.0% |
| 1Y | +3.6% | -65.8% | +69.4% | +13.3% |
| All | +3.6% | -67.8% | +71.4% | +13.3% |
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