+8.9%
CRCL vs JOBY
-19.8%
+28.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.3% |
| 7D | -11.2% | -5.2% | -6.0% | -8.9% |
| 30D | +27.1% | -19.7% | +46.8% | +42.0% |
| 3M | +9.6% | -31.7% | +41.4% | +31.1% |
| 6M | -19.7% | -37.5% | +17.8% | -1.2% |
| YTD | +14.2% | -51.6% | +65.8% | +57.6% |
| 1Y | -32.2% | -53.3% | +21.1% | -5.7% |
| All | +8.9% | -19.8% | +28.7% | +29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling