-11.8%
JOBY vs CB
+69.9%
-81.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.3% | -6.4% | -6.1% |
| 7D | -5.9% | -0.5% | -5.3% | -6.0% |
| 30D | -27.1% | -3.1% | -24.1% | -27.6% |
| 3M | -30.7% | +4.2% | -34.9% | -30.4% |
| 6M | -36.1% | +4.7% | -40.8% | -35.5% |
| YTD | -51.4% | +8.8% | -60.2% | -51.0% |
| 1Y | -52.2% | +22.6% | -74.8% | -52.2% |
| All | -11.8% | +69.9% | -81.7% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling