-48.5%
JOBY vs CCJ
+31.2%
-79.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -2.0% |
| 7D | -3.4% | +0.7% | -4.2% | -3.9% |
| 30D | -13.6% | +6.9% | -20.5% | -17.2% |
| 3M | -39.5% | -11.6% | -27.9% | -35.6% |
| 6M | -31.9% | -16.2% | -15.6% | -26.2% |
| YTD | -48.9% | +10.1% | -59.0% | -50.2% |
| 1Y | -48.5% | +32.3% | -80.8% | -51.0% |
| All | -48.5% | +31.2% | -79.8% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 1y: compounded portfolio wealth divided by compounded CCJ 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…
1y analysis · Full analysis span regression · 6 months rolling