-33.7%
CMCSA vs JOBY
-13.5%
-20.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | +0.1% |
| 7D | -4.9% | -5.2% | +0.3% | -4.7% |
| 30D | -1.1% | -19.7% | +18.7% | -0.5% |
| 3M | +6.6% | -31.7% | +38.3% | +7.7% |
| 6M | -15.5% | -37.5% | +22.1% | -14.5% |
| YTD | -6.7% | -51.6% | +44.9% | -4.9% |
| 1Y | -15.6% | -53.3% | +37.7% | -14.3% |
| 3Y | -33.7% | -12.2% | -21.5% | -37.9% |
| All | -33.7% | -13.5% | -20.2% | -37.9% |
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