+172.4%
CEG vs JOBY
-13.1%
+185.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.1% | +4.4% | -0.9% |
| 7D | +1.3% | -5.9% | +7.2% | +2.2% |
| 30D | +8.8% | -27.1% | +36.0% | +13.7% |
| 3M | +17.0% | -30.7% | +47.7% | +22.5% |
| 6M | -8.7% | -36.1% | +27.3% | -4.1% |
| YTD | -16.4% | -51.4% | +34.9% | -9.3% |
| 1Y | -1.8% | -52.2% | +50.4% | +6.2% |
| All | +172.4% | -13.1% | +185.6% | +172.6% |
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 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