-38.9%
JOBY vs CAH
+394.7%
-433.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.1% |
| 7D | -5.9% | -2.2% | -3.6% | -5.7% |
| 30D | -27.1% | +1.2% | -28.3% | -27.2% |
| 3M | -30.7% | +13.1% | -43.8% | -31.8% |
| 6M | -36.1% | +8.5% | -44.5% | -36.6% |
| YTD | -51.4% | +17.6% | -69.0% | -52.5% |
| 1Y | -52.2% | +60.7% | -112.8% | -56.2% |
| 3Y | -12.1% | +183.2% | -195.2% | -30.5% |
| 5Y | -31.1% | +402.2% | -433.3% | -52.8% |
| All | -38.9% | +394.7% | -433.5% | -59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling