+3,616.8%
CLS vs JOBY
-33.6%
+3,650.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.2% |
| 7D | +5.0% | -8.2% | +13.1% | +6.8% |
| 30D | +4.8% | -25.1% | +29.8% | +11.1% |
| 3M | -10.4% | -28.8% | +18.4% | -4.3% |
| 6M | +20.8% | -36.1% | +56.9% | +31.1% |
| YTD | +10.0% | -52.2% | +62.2% | +25.4% |
| 1Y | +28.5% | -52.4% | +80.9% | +45.2% |
| 3Y | +1,292.2% | -13.6% | +1,305.8% | +1,216.9% |
| 5Y | +3,616.8% | -32.2% | +3,649.0% | +3,409.2% |
| All | +3,616.8% | -33.6% | +3,650.4% | +3,409.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling