-12.2%
JOBY vs CAH
+176.8%
-189.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.2% |
| 7D | -5.2% | -5.1% | -0.1% | -5.6% |
| 30D | -19.7% | +0.2% | -19.9% | -19.7% |
| 3M | -31.7% | +6.3% | -38.0% | -31.4% |
| 6M | -37.5% | +9.4% | -46.9% | -36.7% |
| YTD | -51.6% | +15.0% | -66.5% | -50.9% |
| 1Y | -53.3% | +55.4% | -108.7% | -53.7% |
| 3Y | -12.2% | +173.8% | -186.0% | -25.9% |
| All | -12.2% | +176.8% | -189.0% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling