+201.6%
CAT vs JOBY
-13.1%
+214.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.3% | +0.1% |
| 7D | +2.9% | -5.9% | +8.8% | +3.9% |
| 30D | -2.6% | -27.1% | +24.5% | +2.2% |
| 3M | -10.7% | -30.7% | +20.1% | -5.9% |
| 6M | +16.1% | -36.1% | +52.2% | +22.7% |
| YTD | +43.2% | -51.4% | +94.6% | +56.4% |
| 1Y | +96.8% | -52.2% | +149.0% | +113.9% |
| All | +201.6% | -13.1% | +214.7% | +188.2% |
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