-5.6%
COST vs JOBY
-52.0%
+46.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.3% |
| 7D | -1.2% | -5.2% | +4.0% | -1.4% |
| 30D | -4.7% | -19.7% | +15.0% | -5.5% |
| 3M | -7.1% | -31.7% | +24.6% | -8.1% |
| 6M | -8.5% | -37.5% | +29.0% | -9.4% |
| YTD | +5.4% | -51.6% | +57.0% | +4.4% |
| 1Y | -5.6% | -53.3% | +47.7% | -6.0% |
| All | -5.6% | -52.0% | +46.3% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling