+245.1%
CSCO vs JOBY
-41.4%
+286.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +4.3% |
| 7D | +2.7% | -5.2% | +7.9% | +3.0% |
| 30D | -9.5% | -19.7% | +10.2% | -8.2% |
| 3M | -7.6% | -31.7% | +24.1% | -5.5% |
| 6M | +44.9% | -37.5% | +82.4% | +48.5% |
| YTD | +47.7% | -51.6% | +99.3% | +53.4% |
| 1Y | +69.1% | -53.3% | +122.4% | +74.8% |
| 3Y | +113.5% | -12.2% | +125.8% | +103.3% |
| 5Y | +122.8% | -31.3% | +154.0% | +103.3% |
| All | +245.1% | -41.4% | +286.5% | +197.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling