+8.9%
CAT vs JOBY
-67.8%
+76.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.1% | -9.4% | -6.1% |
| 7D | -17.1% | -0.6% | -16.5% | -17.0% |
| 30D | -30.1% | -12.6% | -17.5% | -28.2% |
| 3M | -32.4% | -36.6% | +4.3% | -25.8% |
| 6M | -32.1% | -43.0% | +10.9% | -25.1% |
| YTD | +4.1% | -61.7% | +65.8% | +22.0% |
| 1Y | +8.9% | -65.8% | +74.7% | +30.7% |
| All | +8.9% | -67.8% | +76.7% | +30.7% |
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