+22.5%
CCL vs JOBY
-37.2%
+59.7%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.7% |
| 7D | -0.1% | +2.2% | -2.4% | -0.7% |
| 30D | -20.0% | -20.8% | +0.9% | -15.2% |
| 3M | -13.7% | -29.5% | +15.8% | -6.6% |
| 6M | -9.0% | -28.4% | +19.4% | -3.1% |
| YTD | -22.8% | -48.2% | +25.4% | -12.1% |
| 1Y | -25.3% | -49.1% | +23.8% | -16.5% |
| 3Y | +54.1% | -6.3% | +60.4% | +25.4% |
| 5Y | +3.5% | -27.2% | +30.7% | -25.6% |
| All | +22.5% | -37.2% | +59.7% | -8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling