-31.0%
JOBY vs CASY
+231.3%
-262.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -14.2% | +8.1% | -1.4% |
| 7D | -5.9% | -16.5% | +10.7% | -0.2% |
| 30D | -27.1% | -26.4% | -0.7% | -19.6% |
| 3M | -30.7% | -17.3% | -13.4% | -28.1% |
| 6M | -36.1% | -5.2% | -30.8% | -37.9% |
| YTD | -51.4% | +14.1% | -65.4% | -56.5% |
| 1Y | -52.2% | +16.6% | -68.8% | -57.8% |
| 3Y | -12.1% | +163.7% | -175.8% | -48.5% |
| All | -31.0% | +231.3% | -262.2% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling