+791.9%
CDE vs JOBY
-13.5%
+805.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.8% |
| 7D | -3.1% | -5.2% | +2.1% | -1.8% |
| 30D | +9.5% | -19.7% | +29.2% | +15.9% |
| 3M | +25.5% | -31.7% | +57.2% | +37.6% |
| 6M | -7.9% | -37.5% | +29.6% | +2.9% |
| YTD | +15.6% | -51.6% | +67.1% | +36.3% |
| 1Y | +34.0% | -53.3% | +87.3% | +58.0% |
| 3Y | +791.9% | -12.2% | +804.1% | +743.0% |
| All | +791.9% | -13.5% | +805.4% | +743.0% |
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