-39.1%
JOBY vs CB
+146.0%
-185.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -5.2% | -0.7% | -4.5% | -5.2% |
| 30D | -19.7% | -1.2% | -18.5% | -19.7% |
| 3M | -31.7% | +3.8% | -35.5% | -32.3% |
| 6M | -37.5% | +5.8% | -43.3% | -38.3% |
| YTD | -51.6% | +9.4% | -61.0% | -52.6% |
| 1Y | -53.3% | +20.7% | -73.9% | -55.2% |
| 3Y | -12.2% | +70.1% | -82.3% | -23.3% |
| 5Y | -31.3% | +101.4% | -132.6% | -43.6% |
| All | -39.1% | +146.0% | -185.1% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling