-28.0%
JOBY vs CCI
-49.3%
+21.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.4% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -19.7% | +2.2% | -22.0% | -20.4% |
| 3M | -31.7% | -16.9% | -14.8% | -27.2% |
| 6M | -37.5% | -11.5% | -26.0% | -35.7% |
| YTD | -51.6% | -12.8% | -38.8% | -50.2% |
| 1Y | -53.3% | -17.1% | -36.2% | -50.8% |
| 3Y | -12.2% | -9.6% | -2.6% | -16.8% |
| All | -28.0% | -49.3% | +21.3% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 CCI 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