+9.3%
CAT vs JOBY
-68.1%
+77.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.0% | +0.1% |
| 7D | +7.4% | -14.3% | +21.8% | +10.7% |
| 30D | -19.7% | +10.2% | -29.9% | -21.7% |
| 3M | -29.6% | -38.5% | +8.9% | -22.3% |
| 6M | -33.2% | -54.1% | +20.9% | -22.8% |
| YTD | +5.7% | -61.5% | +67.2% | +23.0% |
| 1Y | +9.3% | -65.7% | +75.0% | +30.7% |
| All | +9.3% | -68.1% | +77.4% | +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