+48.2%
CVX vs JOBY
-13.5%
+61.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.6% |
| 7D | +2.6% | -5.2% | +7.8% | +2.7% |
| 30D | +9.8% | -19.7% | +29.6% | +10.3% |
| 3M | +16.2% | -31.7% | +47.9% | +17.1% |
| 6M | +13.6% | -37.5% | +51.2% | +14.6% |
| YTD | +44.4% | -51.6% | +96.0% | +47.0% |
| 1Y | +40.6% | -53.3% | +93.9% | +42.9% |
| 3Y | +48.2% | -12.2% | +60.4% | +41.4% |
| All | +48.2% | -13.5% | +61.7% | +41.4% |
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