+52.6%
XOM vs JOBY
-67.8%
+120.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.1% | -8.7% | -4.2% |
| 7D | -7.0% | -0.6% | -6.4% | -7.0% |
| 30D | +3.2% | -12.6% | +15.8% | +2.3% |
| 3M | +10.7% | -36.6% | +47.3% | +7.2% |
| 6M | +11.6% | -43.0% | +54.6% | +8.1% |
| YTD | +43.5% | -61.7% | +105.2% | +39.4% |
| 1Y | +52.6% | -65.8% | +118.4% | +48.5% |
| All | +52.6% | -67.8% | +120.4% | +48.5% |
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