-32.2%
JOBY vs CBRE
+39.8%
-71.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -0.8% |
| 7D | -8.2% | -7.2% | -0.9% | -2.9% |
| 30D | -25.1% | -6.4% | -18.6% | -21.7% |
| 3M | -28.8% | +2.9% | -31.7% | -32.2% |
| 6M | -36.1% | +2.5% | -38.7% | -39.5% |
| YTD | -52.2% | -14.2% | -38.0% | -48.7% |
| 1Y | -52.4% | -15.1% | -37.3% | -48.6% |
| 3Y | -13.6% | +61.9% | -75.4% | -49.6% |
| 5Y | -32.2% | +42.4% | -74.5% | -56.9% |
| All | -32.2% | +39.8% | -71.9% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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