-39.1%
JOBY vs CAKE
+225.9%
-265.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.3% | +0.7% |
| 7D | -5.2% | -4.5% | -0.7% | -3.4% |
| 30D | -19.7% | -12.4% | -7.3% | -15.8% |
| 3M | -31.7% | +37.3% | -69.1% | -41.4% |
| 6M | -37.5% | +70.7% | -108.3% | -51.6% |
| YTD | -51.6% | +106.0% | -157.6% | -65.7% |
| 1Y | -53.3% | +79.7% | -132.9% | -65.1% |
| 3Y | -12.2% | +267.8% | -280.0% | -51.9% |
| 5Y | -31.3% | +159.9% | -191.2% | -59.8% |
| All | -39.1% | +225.9% | -265.1% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling