+53.2%
CSX vs JOBY
-48.4%
+101.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.7% | +0.9% |
| 7D | -3.4% | -3.4% | +0.1% | -3.3% |
| 30D | -3.1% | -13.6% | +10.5% | -2.8% |
| 3M | +7.2% | -39.5% | +46.7% | +8.7% |
| 6M | +16.2% | -31.9% | +48.0% | +16.9% |
| YTD | +37.5% | -48.9% | +86.5% | +39.4% |
| 1Y | +53.2% | -48.5% | +101.8% | +57.6% |
| All | +53.2% | -48.4% | +101.6% | +57.6% |
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