+68.7%
CVS vs JOBY
-41.4%
+110.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -0.7% |
| 7D | -2.2% | -5.2% | +3.0% | -2.0% |
| 30D | -0.1% | -19.7% | +19.7% | +0.5% |
| 3M | -5.2% | -31.7% | +26.5% | -4.4% |
| 6M | +26.9% | -37.5% | +64.4% | +28.0% |
| YTD | +22.1% | -51.6% | +73.7% | +23.8% |
| 1Y | +30.8% | -53.3% | +84.1% | +32.5% |
| 3Y | +54.4% | -12.2% | +66.6% | +50.4% |
| 5Y | +33.4% | -31.3% | +64.6% | +28.3% |
| All | +68.7% | -41.4% | +110.1% | +50.2% |
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 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