-65.8%
JOBY vs CASY
+32.1%
-97.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.4% | +2.7% | +4.0% |
| 7D | -0.6% | +0.8% | -1.4% | -0.6% |
| 30D | -12.6% | +9.4% | -22.1% | -13.2% |
| 3M | -36.6% | -20.6% | -16.0% | -36.1% |
| 6M | -43.0% | -20.7% | -22.3% | -40.5% |
| YTD | -61.7% | +22.5% | -84.2% | -67.1% |
| 1Y | -65.8% | +29.5% | -95.3% | -69.9% |
| All | -65.8% | +32.1% | -97.9% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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