-2.7%
CEG vs JOBY
-48.4%
+45.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.2% |
| 7D | +8.0% | -3.4% | +11.5% | +8.6% |
| 30D | +12.9% | -13.6% | +26.5% | +15.3% |
| 3M | +13.2% | -39.5% | +52.7% | +21.9% |
| 6M | -7.0% | -31.9% | +24.9% | -2.4% |
| YTD | -15.0% | -48.9% | +33.9% | -6.8% |
| 1Y | -2.7% | -48.5% | +45.8% | +12.7% |
| All | -2.7% | -48.4% | +45.6% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling