-39.1%
JOBY vs CCJ
+926.8%
-965.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.6% |
| 7D | -5.2% | -4.0% | -1.2% | -3.5% |
| 30D | -19.7% | -2.4% | -17.4% | -19.1% |
| 3M | -31.7% | -2.3% | -29.4% | -31.1% |
| 6M | -37.5% | -16.2% | -21.3% | -32.7% |
| YTD | -51.6% | +5.7% | -57.3% | -52.4% |
| 1Y | -53.3% | +21.3% | -74.5% | -57.0% |
| 3Y | -12.2% | +159.4% | -171.6% | -40.2% |
| 5Y | -31.3% | +300.7% | -331.9% | -60.7% |
| All | -39.1% | +926.8% | -965.9% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling