-11.8%
JOBY vs CDW
-30.2%
+18.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.7% | -5.7% |
| 7D | -5.9% | -4.2% | -1.6% | -4.7% |
| 30D | -27.1% | +4.9% | -32.0% | -28.4% |
| 3M | -30.7% | +7.3% | -38.0% | -33.3% |
| 6M | -36.1% | +19.2% | -55.2% | -44.5% |
| YTD | -51.4% | +6.2% | -57.5% | -54.8% |
| 1Y | -52.2% | -14.0% | -38.1% | -47.8% |
| All | -11.8% | -30.2% | +18.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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