+140.3%
CDNS vs JOBY
-42.1%
+182.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | -6.5% | -8.2% | +1.6% | -5.5% |
| 30D | -13.0% | -25.1% | +12.1% | -9.7% |
| 3M | -26.0% | -28.8% | +2.8% | -23.0% |
| 6M | -2.8% | -36.1% | +33.3% | +2.1% |
| YTD | -8.8% | -52.2% | +43.4% | -1.3% |
| 1Y | -15.8% | -52.4% | +36.6% | -9.7% |
| 3Y | +19.7% | -13.6% | +33.3% | +11.3% |
| 5Y | +70.8% | -32.2% | +102.9% | +48.2% |
| All | +140.3% | -42.1% | +182.4% | +102.8% |
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