-47.2%
CMCSA vs JOBY
-32.0%
-15.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | 0.0% |
| 7D | -4.9% | -5.2% | +0.3% | -4.6% |
| 30D | -1.1% | -19.7% | +18.7% | +0.2% |
| 3M | +6.6% | -31.7% | +38.3% | +8.7% |
| 6M | -15.5% | -37.5% | +22.1% | -13.7% |
| YTD | -6.7% | -51.6% | +44.9% | -3.4% |
| 1Y | -15.6% | -53.3% | +37.7% | -13.1% |
| 3Y | -33.7% | -12.2% | -21.5% | -38.5% |
| All | -47.2% | -32.0% | -15.2% | -52.8% |
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 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