-39.1%
JOBY vs CAH
+383.5%
-422.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.3% |
| 7D | -5.2% | -5.1% | -0.1% | -4.7% |
| 30D | -19.7% | +0.2% | -19.9% | -19.8% |
| 3M | -31.7% | +6.3% | -38.0% | -32.3% |
| 6M | -37.5% | +9.4% | -46.9% | -38.2% |
| YTD | -51.6% | +15.0% | -66.5% | -52.6% |
| 1Y | -53.3% | +55.4% | -108.7% | -57.1% |
| 3Y | -12.2% | +173.8% | -186.0% | -30.3% |
| 5Y | -31.3% | +395.2% | -426.5% | -52.7% |
| All | -39.1% | +383.5% | -422.6% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling