-64.7%
JOBY vs CAKE
+135.2%
-199.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.1% | +9.0% | +5.1% |
| 7D | +4.3% | -2.1% | +6.5% | +4.3% |
| 30D | -8.3% | +2.3% | -10.6% | -8.5% |
| 3M | -32.1% | +5.4% | -37.5% | -32.6% |
| 6M | -38.9% | +82.5% | -121.4% | -45.5% |
| YTD | -59.8% | +122.0% | -181.9% | -68.2% |
| 1Y | -64.7% | +133.9% | -198.5% | -72.1% |
| All | -64.7% | +135.2% | -199.9% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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