+272.1%
C vs JOBY
-13.1%
+285.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.1% | +6.9% | +1.6% |
| 7D | +2.6% | -5.9% | +8.4% | +3.3% |
| 30D | +1.9% | -27.1% | +29.0% | +5.9% |
| 3M | +2.8% | -30.7% | +33.5% | +7.0% |
| 6M | +30.6% | -36.1% | +66.6% | +36.1% |
| YTD | +19.9% | -51.4% | +71.2% | +28.8% |
| 1Y | +44.6% | -52.2% | +96.7% | +54.1% |
| All | +272.1% | -13.1% | +285.3% | +242.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling