+55.4%
CVS vs JOBY
-14.6%
+70.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | -2.0% | -8.2% | +6.2% | -1.7% |
| 30D | +1.9% | -25.1% | +27.0% | +2.8% |
| 3M | -2.2% | -28.8% | +26.6% | -1.4% |
| 6M | +26.7% | -36.1% | +62.9% | +27.9% |
| YTD | +22.9% | -52.2% | +75.1% | +24.8% |
| 1Y | +32.9% | -52.4% | +85.3% | +34.7% |
| All | +55.4% | -14.6% | +70.0% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling