+47.0%
CVX vs JOBY
-67.8%
+114.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.1% | -7.8% | -3.3% |
| 7D | -5.3% | -0.6% | -4.7% | -5.3% |
| 30D | +5.1% | -12.6% | +17.7% | +4.2% |
| 3M | +14.9% | -36.6% | +51.6% | +11.6% |
| 6M | +14.9% | -43.0% | +57.9% | +11.5% |
| YTD | +46.3% | -61.7% | +108.1% | +44.6% |
| 1Y | +47.0% | -65.8% | +112.8% | +45.3% |
| All | +47.0% | -67.8% | +114.9% | +45.3% |
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 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