+7.7%
JOBY vs CB
+71.6%
-63.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.6% |
| 7D | +16.4% | -1.0% | +17.5% | +16.2% |
| 30D | +14.4% | +7.3% | +7.1% | +16.7% |
| 3M | -30.2% | +7.0% | -37.2% | -28.7% |
| 6M | -45.3% | +16.3% | -61.6% | -43.2% |
| YTD | -55.5% | +19.7% | -75.2% | -53.8% |
| 1Y | -64.0% | +27.8% | -91.8% | -62.8% |
| All | +7.7% | +71.6% | -63.9% | +37.1% |
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 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