-67.2%
JOBY vs CB
+28.2%
-95.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.4% | -9.6% | -8.8% |
| 7D | +0.8% | 0.0% | +0.7% | +1.1% |
| 30D | +7.9% | +7.4% | +0.5% | +15.6% |
| 3M | -32.9% | +8.6% | -41.5% | -27.3% |
| 6M | -49.1% | +16.1% | -65.2% | -39.9% |
| YTD | -59.5% | +20.2% | -79.7% | -51.2% |
| 1Y | -67.2% | +27.2% | -94.4% | -61.5% |
| All | -67.2% | +28.2% | -95.5% | -61.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling