-10.0%
CEG vs JOBY
-52.0%
+42.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.6% |
| 7D | -4.8% | -5.2% | +0.4% | -3.9% |
| 30D | +2.3% | -19.7% | +22.1% | +5.9% |
| 3M | +15.6% | -31.7% | +47.3% | +22.3% |
| 6M | -5.0% | -37.5% | +32.5% | +1.4% |
| YTD | -19.0% | -51.6% | +32.6% | -10.2% |
| 1Y | -10.0% | -53.3% | +43.3% | +5.2% |
| All | -10.0% | -52.0% | +42.0% | +5.2% |
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