-48.5%
JOBY vs CAG
-13.1%
-35.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -2.2% |
| 7D | -3.4% | -3.8% | +0.4% | -4.6% |
| 30D | -13.6% | +3.1% | -16.7% | -12.7% |
| 3M | -39.5% | +23.5% | -63.0% | -34.9% |
| 6M | -31.9% | -14.8% | -17.0% | -34.9% |
| YTD | -48.9% | -5.4% | -43.5% | -48.8% |
| 1Y | -48.5% | -11.8% | -36.7% | -50.1% |
| All | -48.5% | -13.1% | -35.5% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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