-27.4%
JOBY vs CAI
-11.0%
-16.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.2% | -3.0% | -5.3% |
| 7D | -5.9% | -3.1% | -2.8% | -5.1% |
| 30D | -27.1% | +2.7% | -29.8% | -27.8% |
| 3M | -30.7% | +41.7% | -72.4% | -37.3% |
| 6M | -36.1% | +26.5% | -62.5% | -41.8% |
| YTD | -51.4% | -10.9% | -40.4% | -50.5% |
| 1Y | -52.2% | -29.2% | -22.9% | -48.1% |
| All | -27.4% | -11.0% | -16.4% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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