+37.5%
CVX vs JOBY
-48.4%
+85.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.4% |
| 7D | +3.3% | -3.4% | +6.8% | +3.2% |
| 30D | +12.9% | -13.6% | +26.5% | +12.2% |
| 3M | +11.7% | -39.5% | +51.2% | +10.3% |
| 6M | +14.1% | -31.9% | +46.0% | +13.7% |
| YTD | +40.7% | -48.9% | +89.6% | +41.4% |
| 1Y | +37.5% | -48.5% | +86.0% | +43.5% |
| All | +37.5% | -48.4% | +85.9% | +43.5% |
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