+247.4%
CVX vs JOBY
-41.1%
+288.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.1% | +8.1% | +2.1% |
| 7D | +1.0% | -5.9% | +6.8% | +1.1% |
| 30D | +10.7% | -27.1% | +37.8% | +11.8% |
| 3M | +15.5% | -30.7% | +46.2% | +16.7% |
| 6M | +14.9% | -36.1% | +50.9% | +16.1% |
| YTD | +44.2% | -51.4% | +95.6% | +47.3% |
| 1Y | +43.5% | -52.2% | +95.7% | +46.1% |
| 3Y | +45.0% | -12.1% | +57.0% | +38.8% |
| 5Y | +172.2% | -31.1% | +203.3% | +159.6% |
| All | +247.4% | -41.1% | +288.5% | +215.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling