+715.3%
CIEN vs JOBY
-41.4%
+756.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.3% |
| 7D | +8.9% | -5.2% | +14.1% | +9.9% |
| 30D | -19.1% | -19.7% | +0.6% | -15.8% |
| 3M | -21.5% | -31.7% | +10.2% | -16.3% |
| 6M | +2.8% | -37.5% | +40.4% | +10.7% |
| YTD | +49.5% | -51.6% | +101.1% | +66.4% |
| 1Y | +163.8% | -53.3% | +217.1% | +193.0% |
| 3Y | +615.8% | -12.2% | +628.1% | +574.1% |
| 5Y | +548.4% | -31.3% | +579.7% | +465.0% |
| All | +715.3% | -41.4% | +756.7% | +609.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling