+144.0%
CDNS vs JOBY
-41.4%
+185.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.4% |
| 7D | -1.1% | -5.2% | +4.1% | -0.5% |
| 30D | -10.4% | -19.7% | +9.3% | -7.9% |
| 3M | -24.6% | -31.7% | +7.1% | -21.1% |
| 6M | -1.6% | -37.5% | +35.9% | +3.6% |
| YTD | -7.4% | -51.6% | +44.2% | +0.1% |
| 1Y | -18.4% | -53.3% | +34.9% | -12.3% |
| 3Y | +19.0% | -12.2% | +31.2% | +10.4% |
| 5Y | +73.4% | -31.3% | +104.7% | +50.2% |
| All | +144.0% | -41.4% | +185.4% | +105.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling