-35.8%
JOBY vs CASY
+315.9%
-351.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -13.6% | -11.3% | -2.2% | -10.3% |
| 3M | -39.5% | -0.6% | -38.9% | -40.8% |
| 6M | -31.9% | +10.7% | -42.6% | -36.6% |
| YTD | -48.9% | +37.1% | -86.1% | -56.7% |
| 1Y | -48.5% | +52.3% | -100.8% | -58.5% |
| 3Y | -8.0% | +215.2% | -223.2% | -47.5% |
| 5Y | -33.7% | +276.5% | -310.2% | -65.5% |
| All | -35.8% | +315.9% | -351.7% | -67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling