+24.9%
COP vs JOBY
-14.6%
+39.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.4% |
| 7D | +1.0% | -8.2% | +9.1% | +1.2% |
| 30D | +9.6% | -25.1% | +34.6% | +10.2% |
| 3M | +15.0% | -28.8% | +43.8% | +15.8% |
| 6M | +21.8% | -36.1% | +57.9% | +22.8% |
| YTD | +49.6% | -52.2% | +101.8% | +52.7% |
| 1Y | +49.9% | -52.4% | +102.3% | +52.4% |
| All | +24.9% | -14.6% | +39.5% | +21.2% |
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 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