-13.3%
JOBY vs CCJ
+164.6%
-177.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.3% | -0.2% |
| 7D | -8.2% | -3.2% | -5.0% | -6.6% |
| 30D | -25.1% | -1.3% | -23.7% | -24.8% |
| 3M | -28.8% | +2.5% | -31.3% | -29.7% |
| 6M | -36.1% | -18.9% | -17.3% | -29.4% |
| YTD | -52.2% | +6.5% | -58.7% | -53.5% |
| 1Y | -52.4% | +22.8% | -75.2% | -57.2% |
| All | -13.3% | +164.6% | -177.9% | -46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling