+639.7%
CEG vs JOBY
+30.3%
+609.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | +6.7% | +2.2% | +4.4% | +6.4% |
| 30D | +11.0% | -20.8% | +31.8% | +13.9% |
| 3M | +19.5% | -29.5% | +49.0% | +23.9% |
| 6M | -5.9% | -28.4% | +22.5% | -3.3% |
| YTD | -15.0% | -48.2% | +33.2% | -9.7% |
| 1Y | +0.6% | -49.1% | +49.7% | +6.5% |
| 3Y | +180.6% | -6.3% | +186.9% | +165.6% |
| All | +639.7% | +30.3% | +609.4% | +565.5% |
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