-31.1%
JOBY vs CB
+98.0%
-129.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.3% | -6.4% | -6.1% |
| 7D | -5.9% | -0.5% | -5.3% | -5.9% |
| 30D | -27.1% | -3.1% | -24.1% | -27.1% |
| 3M | -30.7% | +4.2% | -34.9% | -31.2% |
| 6M | -36.1% | +4.7% | -40.8% | -36.5% |
| YTD | -51.4% | +8.8% | -60.2% | -52.1% |
| 1Y | -52.2% | +22.6% | -74.8% | -53.8% |
| 3Y | -12.1% | +70.6% | -82.7% | -21.8% |
| 5Y | -31.1% | +99.4% | -130.6% | -43.4% |
| All | -31.1% | +98.0% | -129.1% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling