-19.4%
JOBY vs CAVA
+33.0%
-52.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.2% |
| 7D | -5.2% | -8.0% | +2.8% | -2.8% |
| 30D | -19.7% | -19.6% | -0.2% | -14.6% |
| 3M | -31.7% | -36.7% | +4.9% | -22.8% |
| 6M | -37.5% | -30.6% | -7.0% | -32.3% |
| YTD | -51.6% | -4.8% | -46.8% | -53.7% |
| 1Y | -53.3% | -13.1% | -40.2% | -54.3% |
| 3Y | -12.2% | +48.8% | -61.0% | -28.2% |
| All | -19.4% | +33.0% | -52.5% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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